Olive Tree Wealth Management Ltd
Initial consultation free
Restricted
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
Clients
helped
62helped
Minimum
pension value
£20k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
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
Mr Richard Ward
Financial Adviser
What our clients say
dr
D R
Simon has been very helpful and helped me deal with my pension and investments.
Compliance
Our offices are now open to the general public.
Legal information
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