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

61
£20k+
£50k+
£0+
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

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .

This service is provided by Unbiased Group Services Ltd