Paul Jenkins
Moneytree Wealth Management
0330 038 8941
Based in Chester
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: October, 2025
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 11 July 2026
Paul and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
27
Recent Client Reviews
Paul has received 27 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Paul has received 27 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.Last checked: 16 April 2026
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Paul has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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About
I am a qualified Financial Planning Consultant I also advise on Insurance and Protection I have a background in investment management and property development Wealth Management Retirement Planning IHT Planning Pension consilidation Personalised financial reviews - one off or ongoing Inheritance Tax Planning is not regulated by the Financial Conduct Authority Approver Quilter Financial Services Limited. April 2026
