Having spent nearly 20 years as an assessor of claims for Housing Benefit and Council Tax Benefit (later known as Council Tax Reduction) I decided that it was time for a career change. In 2020 I achieved the CeMAP and DipFA qualifications enabling me to offer mortgage advice along with advice on investments, pensions and financial planning. I was delighted to be given the opportunity to work for Moneytree Wealth Management Ltd in Chester and put my qualifications to good use!At Moneytree Wealth Management we help people to save and grow their money for when they don't want to work as hard.Our mission is to make you happier not just wealthier.We believe that by working together we can help you to make better financial decisions.Disclaimer:The value of pension and investments can fall as well as rise. You may get back less than you invested.Your home may be repossessed if you do not keep up repayments on your mortgage.Tax treatment varies according to individual circumstances and is subject to change.The Financial Conduct Authority does not regulate on Estate Planning.