Olive Tree Wealth Management Ltd

Independent Financial Adviser  4 West Parade, Leeds, West yorkshire, LS26 9AD
First meeting at adviser's own cost
We offer plain speaking advice you can trust
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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Socially responsible investments
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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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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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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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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Simon Herbert Dip PFS
Managing Director

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 recent pension reforms and how the changes impact at-retirement advice.

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 complicated 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 30 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 offer help and guidance for Long Term care and can tailor packages to meet your needs.

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, West Yorkshire, WF1 1LT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

CORONA VIRUS INFORMATION: Our offices are now closed to the public for health reasons, both yours and our staff's. We will continue to progress your matter with a combination of skeleton staffing and home working. In these difficult times, it is inevitable that things will take longer than normal, so your patience and understanding is very much appreciated.

Response rating
9.4/10
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FCA authorised
Last authorised 14th September 2020

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