Olive Tree Wealth Management Ltd

Independent Financial Adviser  4 West Parade, Wakefield, 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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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life 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
Response rating
9.4/10
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FCA authorised
Last authorised 16th May 2022
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)
£0
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.

Response rating
9.4/10
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FCA authorised
Last authorised 16th May 2022

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