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Welcome to Olive Tree Wealth Management

0800 0845018

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WELCOME TO OLIVE TREE WEALTH MANAGEMENT

Financial Advisers in Wakefield, West Yorkshire

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0800 0845018 and we'll be pleased to help you.

ABOUT

Who We Are And What We Do

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We are based in West Yorkshire and we look after clients from all over the Yorkshire region.

We are part of Quilter Financial Planning Ltd, which is the largest Financial adviser network in the UK with over 3,300 financial advisers, and we pride ourselves in offering our clients a common-sense approach to all their financial matters.

Our areas of expertise are retirement, Long Term care and Inheritance tax specialists mainly looking after the needs of a 50+ age group. We have the latest technology available to interact with our clients both remotely via various digital sites as well as offering face to face advice either in the comfort of your own home or in our Wakefield office.

Inheritance tax Planning is not regulated by the Financial Conduct Authority

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Our Main Products

  • Long Term Care Planning

    Long term care planning is about taking measures to ensure you are equipped for any support or services you may need in later...

  • Investments

    Saving is a stage on the way to investing.  You cannot be an investor without being a saver - but you can be a saver without...

  • Retirement Planning

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...

HOW WE WORK

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
  • 1

  • About you

  • We meet together to discuss your personal circumstances and your current financial situation.

     
  • 2

  • Your Goals & Ambitions

  • Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

     
  • 3

  • Analysis

  • We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

     
  • 4

  • How to get there

  • So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

     
  • 5

  • Implementation

  • It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

     
  • 6

  • Review the Plan & Progress Updates

  • If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.