Treehouse Financial Planning

I’ve worked with Simon and his team at Treehouse Financial Planning for the past 6+years and couldn’t be more grateful for their support. Simon is knowledgeable, trustworthy, and genuinely cares about helping you make confident financial decisions. Highly recommend

I couldn’t be more impressed with Treehouse Financial Planning. Simon combines deep financial knowledge with a genuine commitment to his clients' goals. He takes the time to understand your personal circumstances and provides clear, practical advice tailored to your needs. We're very happy to have been recommended to work with Simon!

Professional, informative, very well organised and knowledge based company. Simon and the team and Treehouse know there stuff. Retirement is fast approaching and Simon is very helpful of how we need to act and have all things in place ready for that big day so we can enjoy retirement 😊

**EDIT** 2 year on, so over 7 years with treehouse and still extremely happy!!! We have been using Treehouse Financial for approx 5 years. In that time our financial situation has been well looked after. Simon, and the team are great at tailoring to your needs. Everyone is very helpful friendly and knowledgeable. We recommend Treehouse financial planning to everyone we know. We sleep well off a night knowing that our financial portfolio is being well looked after. Every phone call or email is answered in a reasonable time frame. No question is ever looked at as being silly. They love to educate their clients on what they are doing. If you're sitting on the fence and thinking about it, give them a call. That first chat could quite easily be the best decision you've made!

We have found Treehouse Financial to be extremely helpful and supportive in our transition into retirement. Recommend Simon and team to help you work through your upcoming journey.

Simon Capp and team have provided my partner and I with authoritative financial advice over a number of years, and we are pleased with how our investments are tracking. Treehouse Financial Planning are efficient, knowledgeable, efficient and understand our personal situation, and their advice is always provided with good cheer!

The Team at Treehouse have been extremely helpful in set us up for our not to distant retirement. Tim took the time to go through all the details & explained things in a way we were both able to understand. With their help we are loking at an enjoyable & comfortable life after our time of working is done. Thank you Treehouse!