Olive Tree Wealth Management Ltd

Independent Financial Adviser  4 West Parade, Wakefield, West Yorkshire, WF1 1LT
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FCA authorised
Last authorised 22nd February 2021
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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Offshore investments
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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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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
MR Simon Herbert Dip PFS
Managing Director
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 can offer advice on all your financial matters from retirement planning, long term care, Inheritance tax planning and trusts and investing for someone's long term future.

Our services

We pride our self in offering our clients a good quality honest service and reliability.
We can offer you advice from the comforts of your own home.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

4 West Parade, Wakefield, West Yorkshire, WF1 1LT

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