Olive Tree Wealth Management Ltd
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.
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
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 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 offer help and guidance for Long Term care and can tailor packages to meet your needs.
We are members of Society of Later Life Advisers (SOLLA)
We serve the whole of the Yorkshire area from our base in West Yorkshire.
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.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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.
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