Elm Tree Financial Services Limited

Independent Financial Adviser 2 Holes Lane, Woolston, Warrington, Cheshire, WA1 4LZ
FCA verified
10th June 2019
Elm Tree Financial Services: impartial and unbiased, providing an individually tailored service to each and everyone of our clients.
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Long term care
Meet our advisers
Andrew Mason
Independent Financial Adviser
Kevin Barlow
Independent Financial Adviser
Marie Meagher DipPFS
Independent Financial Planning Adviser
Joshua Barlow
Independent Mortgage Adviser
Where to find us

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

About us

For more information about Elm Tree Financial Services, please visit our website at

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.

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

Elm Tree Financial Services Ltd is authorised and regulated by The Financial Conduct Authority 511619
Company Registration No. 7050523
Head Office 2 Holes Lane, Woolston, Warrington, WA1 4LZ

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