Family Tree Wealth Management 36 High Street, Mold CH7 1BH
About the Business
Family Tree Wealth Management is a well-established financial institution, located at 36 High St, Mold CH7 1BH, United Kingdom. The institution has been serving the local community and surrounding areas for many years and has developed a reputation for providing expert financial advice and support to individuals, families, and businesses.
As a financial establishment, Family Tree Wealth Management specializes in a range of services, including financial planning, investment management, retirement planning, estate planning, and tax planning. Their team of expert advisors are highly qualified and experienced, and work closely with clients to understand their unique financial situations and goals. With their comprehensive approach and personalized service, they are equipped to help clients at every stage of their financial journey.
At Family Tree Wealth Management, the team recognizes the importance of creating a strong financial foundation for future generations. They understand that financial planning is not just about an individual, but also about the legacy that they want to leave behind. With this in mind, they work with clients to create a personalized plan that not only meets their needs for today but also provides for the future.
Located in the heart of Mold, Family Tree Wealth Management is a point of interest for anyone looking for expert financial advice and support. Whether it's investing for retirement, saving for a child's education, or managing a business, their team of knowledgeable advisors are ready to assist. With their personalized approach and extensive range of financial services, Family Tree Wealth Management is committed to helping clients achieve their financial goals and secure a brighter future.
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Location & Phone number
36 High St, Mold CH7 1BH, United Kingdom
Hours open
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Closed
Sunday:
Closed
Reviews
"I am not wealthy but needed good independent advice on my pensions, mortgage etc and these were so fair. They were non judgemental and patient with me"
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