Financial Services

Whether you're a starting up or exiting a business, Tree can help create a structured financial plan that supports your overall objectives and ensures you reap the maximum rewards.

Financial Services


Our team of financial and tax specialists are here to support you at every stage of your business journey. You are the expert in your business and at Tree Accountancy we are here to help you understand the true value of your business and make better informed financial decisions.

From start up, to growth through expansion and maturity, through to sale, buyout and exit. Our team at Tree are with you on your journey.

Advising Business Owners


Owning your own business can be rewarding, frustrating, and challenging, often in the same day. Every decision – from strategy to people management to stock control – can come down to you. Running a business and its finances can be all-consuming and often leaves little time to plan your own personal finances. 

At Tree Accountancy we can take care of both. 

We advise business owners on all aspects of corporate finance. From effective tax strategy to agile cashflow management, pension and protection schemes, and making successful exit strategies* when you are ready. And at the same time, we specialise in personal financial planning that supports your lifestyle today, and the one you imagine for yourself in retirement.

How We Can Work Together


Our collaborative approach goes beyond the standard financial consultation, we will ensure we obtain a thorough understanding of your business, and focus on your objectives, challenges, and opportunities to build a strong financial plan. By creating a strong partnership, we can offer the financial planning advice you need to support the growth aspirations of you and your business. 

Financial Planning For Your Business


When considering financial planning services for your business, we can work with you in a number of areas including:
  • Aspects of Succession Planning
  • Pensions and Retirement Planning
  • Business Insurance & Protection
  • Workforce Health Insurance & Death in Service
  • Workforce Financial Wellbeing
  • Cashflow Planning & Access to Cash Management*
  • Corporate Investments
  • Capital Extraction
  • Growth Planning & Exit advice*
  • Tax Planning

Financial Planning For You And Your Family


Our expert Financial Planners can also look at your personal financial planning and provide advice in the following areas: 
  • Personal Investments
  • Personal & Family Protection
  • Pension & Retirement Planning
  • Intergenerational Wealth Planning
  • Inheritance Tax Planning
  • Life Goals Financial Planning 
  • Mortgages

What Next?


Taking control of your business and personal finances ensures that all your hard work gets you to where you want to go. Let us help you.

Contact us to find out more and arrange a free financial heath check for you and your business. To arrange a no-obligation financial planning review, please call us on 0161 220 2920 or email us at

Tree Financial Services are provided by Capstone Financial who are a Senior Partner Practice of St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Capstone Financial Management Ltd is registered in England & Wales No. 09225559. Registered Office: 13 Ashley Road, Altrincham, WA14 2DT.