Money Tree Financial Solutions, also known as Moneytree Wealth Management, provides independent financial and mortgage advice. They specialise in retirement and pension planning, but also advise on mortgages, investments, tax and trust planning, protection and equity release. Their advisers guide clients through each life stage, tailoring financial plans and searching the whole market for suitable mortgage solutions, whether for first-time buyers, remortgages, home movers or property investors. Money Tree emphasises client-focused advice, long-term relationships and is authorised and regulated by the FCA.
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Free
/ Cost Per Listing
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Duration : Unlimited days
This plan lasts for 90 days.
- For UK-based advisers new to our platform
- Suitable for individual advisers or firms
- Takes less than 5 minutes to setup
- Add multiple listings to different categories and locations
- No upfront costs
- Receive 5 free leads to try before deciding if you'd like to continue
- Exclusive, real time leads sent directly to you only
- Inclusion in our adviser matching service after one genuine customer review
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Free
/ Cost Per Listing
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Duration : Unlimited days
This plan lasts for 90 days.
- No upfront costs or risk
- Create your listing
- Send us your Introducer Agreement (IA)
- Receive leads through listing lead form
- Pay only for converted leads
- Cancel any time
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Free
/ Cost Per Listing
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Duration : Unlimited days
This plan lasts for 90 days.
- For firms or advisers who have benefitted from 5 free leads
- Send us your signed Introducer Agreement (IA)
- Pay only for converted leads
- Cancel any time
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£199.00
/ Cost Per Listing
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Duration : 365 days
This plan lasts for 90 days.
- Pay per listing
- No additional cost per lead
- Drives traffic to website and social media pages
- 365 day subscription
- Cancel any time
- Submit blog posts for extra exposure
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