On this page you will find information on how to contact us by a range of methods.
Estate Planning is not regulated by the Financial Conduct Authority.
|Simon Herbert Dip PFS||Managing Director / Financial Adviser||01924 574042||simonolivetreewealthmanagement.co.uk|
|Tom Herbert||PA / Trainee Adviser||01924 574042||tomolivetreewealthmanagement.co.uk|
Olive Tree Wealth Management Ltd is able to advise in the following areas.
- Life Insurance/Protection
- Investment Advice
- Pensions and Retirement Planning
- General Insurance
- Health & Long Term Care
- Corporate Financial Advice
- Estate Planning
If you are unhappy with our service, if you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:Quilter Financial Planning Complaints DepartmentRiverside HouseThe WaterfrontNewcastle upon TyneNE15 8NY
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning website:
If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)