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  11. Olive Tree Wealth Management Ltd

Olive Tree Wealth Management Ltd

Independent Financial Adviser  4 West Parade, Wakefield, West Yorkshire, WF1 1LT
First meeting at adviser's own cost
We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
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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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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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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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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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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Stockbroking services
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Long term care
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Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Simon Herbert Dip PFS
Managing Director / Financial Adviser

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

Accreditations
Care advice standard Later Life Accredited Adviser
Mr Tom Herbert Dip FA
Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
Simon has been very helpful and helped me deal with my pension and investments.
D R, LS26
About us

With an ever changing financial services market place, we pride ourselves in offering a common sense approach to all your financial matters. We offer plain speaking advice you can trust.

With over 31 years of financial services experience. We offer advice and help on all your financial matters from retirement, Inheritance tax planning and trusts and investing for someone's long term future.

We serve the whole of the Yorkshire area from our base in West Yorkshire.

Our services

We pride our self in offering our clients a good quality honest service and reliability, taking the mystery out of some of the most complex areas and cutting through the financial jargon.

Where to find us
Head office address: 4 West Parade, Wakefield, WF1 1LT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Our offices are now open to the general public.

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 13th September 2021

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