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About the Business
Paul has the full Financial Planning Certificate (FPC) as well as Certificate in Mortgage advice and Practice (CeMap). First Time Buyers can find his advice very helpful; having been an estate agent he can help a lot with what can be a very stressful time. It is worth pointing out that Moneytree always ensure that clients take appropriate legal advice and have a panel of several companies both locally and nationally should clients need a solicitor.
Moneytree was set up in September 1997 and after a lot of thought Paul's wife finally came up with the name and has been claiming royalties ever since! Most of Moneytree's business comes from Referrals and existing clients. Moneytree is a member of the Business Network International * the business organisation and have been for the last 5 years.
Location & Hours
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30 Brook Street