Olive Tree Wealth Management Ltd

Initial consultation free
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

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

Meet our advisers

Mr Simon Herbert DipPFS
Managing Director / Financial Adviser
Mr Tom Herbert DipFA
Financial Adviser

What our clients say

Simon has been very helpful and helped me deal with my pension and investments.


Our offices are now open to the general public.

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