Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Simon Herbert Dip PFS
Simon Herbert Dip PFS, Managing Director / Financial Adviser
Tel. 01924 574042
I have over 31 years experience in Financial services.

I offer my clients a common sense approach to all their financial needs. I predominantly work with families offering Investment, pension, Inheritance tax and Long Term care planning advice.

I am a Long-term care planning specialist and offer help and advice to families and care homes about effective methods of funding care costs.

I work along side local business`s offering Corporate financial planning, pension and auto enrolment advice and advice around business succession planning.

I am keen on building and developing the company for future generations and adapting with the changes to the financial services market place that we operate in.
Tom Herbert, PA / Trainee Adviser
Tel. 01924 574042
I have worked in Financial services for the past 7 years and have decided to develop my career by joining the Quilter financial adviser academy and studying with the London Institute of Banking and Finance to become a fully qualified financial adviser later in 2020. This will help maintain the companys high levels of service which is key to our ongoing customer commitment. My main focus is helping to maintain our good quality advice and service and continue building our company for the future needs of our clients and developing our business for the future.
Lisa Mitchell, Customer Service Administrator
Tel. 01924 574042
I have worked in various customer services roles over the years and recently I for worked for cabin crew at Jet 2 offering good quality friendly service to their customers, making families feel at ease and helping with their needs. My main role at Olive Tree Wealth is to develop our client relationships and offer excellent customer service to our clients.

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