Financial Advisor in Wakefield
Welcome to Olive Tree Wealth Management Ltd. With over 35 years of experience in financial planning, we provide expert financial advisor services in Wakefield and surrounding areas.
Our team provides financial adviser & financial planning in Yorkshire, including York, Pontefract, Harrogate, Beverley, and Castleford. We offer a range of services, including retirement planning, savings and investments, pensions, insurance, taxation, trusts, and long-term care planning.
Let us help you secure your financial future. Contact us today to schedule a consultation.
First Class Service
No-jargon advice
Financial Conduct Authority Registered
Financial Planning in Wakefield and across 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 businesses of all sizes.
​
You are the focus of our business: you, your life, your family, and your future.
We need to review your financial status so we can create a plan that suits your future requirements. 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.
​
We listen to your needs, your hopes, and your dreams, and we create a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
​
We will create a plan to help you reach 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 at 01924 574042 and we'll be pleased to help you.
We also cover Malton, Driffield, Rothwell, Knottingley, Normanton, Leeds, Selby, and the surrounding areas.
Services
The Team
Simon Herbert
Managing Director
This year marks 35 years in financial services. Over that time, I have helped shape the financial adviser market place we work in today.
​
Over this time I have been a Financial journalist working with BBC Radio Sheffield, as well as writing for the money pages of Yorkshire Post and many other titles in the Johnstone publishing group. The key things that are important to me is to offer a common sense approach to all clients financial needs by taking the mystery out of some of the complex areas of a person’s life.
​
I currently have the good fortune to develop our business for the next generation, whilst continuing to serve my loyal long-standing clients and their families and help them navigate through their lives and help them achieve their financial goals and objectives. I believe with the right help and guidance our brand will be around for many years to come offering our clients long term stability and peace of mind.
​
My main area of expertise is helping like minded families understand and plan for Inheritance tax, retirement advice, investing for capital growth and actively advising our older clients for their long-term care needs. I also deal with various like minded companies around the region, offering retirement planning and corporate advice on their succession planning.
​
We support a few well chosen charities that are close to our hearts with regular donations to Prostate Cancer UK and the British Heart Foundation as well as working alongside the centre for Deaf and Blind people in Leeds offering them and their friends and family help and support in financial matters.
Tom Herbert
Financial Adviser
I have over 10 years of experience working in financial services. I have mainly held customer support roles and Paraplanner roles within the firm over that time, helping to achieve good customer outcomes and deliver our servicing proposition to our clients.
​
I have completed my Diploma for Financial Advisers, and I have been a fully authorised financial adviser since 2021.
​​
I pride myself in good customer service and have a good technical ability to navigate through the high-tech world we live in.
​
I am developing my knowledge and skills in helping clients achieve their goals and objectives for their investment, savings and retirement planning needs.
Lisa Mitchell
P.A. to Director
I have over 5 years’ experience working in financial services as a customer services administrator, and my main role within the team is P.A. to Simon.
​
I support his work and ensure that we maintain our high levels of customer service, which is key to our ongoing commitment to looking after our clients' needs.
​
I worked for many years previously in retail and Jet 2 Cabin Crew, where good communication skills were paramount to ensuring good customer outcomes.
Here's how we create the plan for your financial goals
About you
We meet together to discuss your personal circumstances and your current financial situation.
​
Your Goals & Ambitions
We discuss your objectives and your aspirations, as well as any concerns that may arise.
​
Analysis
We'll discuss with you our analysis of your current financial position and outline our initial thoughts for the plan.
​
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.
​
Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
​
Review the Plan & Progress Updates
If required, review dates will be agreed upon and can take place annually or more regularly if required or requested. Ongoing fees will be agreed upon as to which service level is required.
"They reviewed my old work pension, and the whole thing was hassle-free."
- Tom via Yell
