Elm Tree Financial Services Limited

Independent Financial Adviser  2 Holes Lane, Warrington, Cheshire, WA1 4LZ
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FCA authorised
Last authorised 7th June 2021
Elm Tree Financial Services: impartial and unbiased, providing an individually tailored service to each and everyone of our clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MISS Marie Meagher DipPFS
Independent Financial Planning Adviser
MR Joshua Barlow
Independent Mortgage Adviser
MR Kevin Barlow
Independent Financial Adviser
MR Andrew Mason
Independent Financial Adviser
About us

For more information about Elm Tree Financial Services, please visit our website at <url hidden>

Our services

Whether our clients need advice on setting up or reviewing pensions plans, getting the most from investments or mortgage advice, Elm Tree Financial Services will fully assess the client's needs and after due research and analysis, present an unbiased, bespoke suite of recommendations in writing.

The focus of our advice is on an holistic financial planning route, with the most suitable solutions for the client being paramount.

This ensures that a professional service catering for a client's needs and objectives is provided after a thorough analysis and using unique research tools to formulate advice recommendations.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

2 Holes Lane, Woolston, Warrington, Cheshire, WA1 4LZ

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