Contact Us

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.

Name Position Telephone Email
Simon Herbert Dip PFS Managing Director / Financial Adviser 01924 574042 simonolivetreewealthmanagement.co.uk
Tom Herbert PA / Trainee Adviser 01924 574042 tomolivetreewealthmanagement.co.uk

Contact Us

Tel. 01924 574042
Email. adminolivetreewealthmanagement.co.uk

Principal Address

4 West Parade
Wakefield
WF1 1LT

Registered Office

4 West Parade
Wakefield
WF1 1LT
Olive Tree Wealth Management Ltd is a Limited Company registered in England & Wales no. 08408731.

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 Department
Riverside House
The Waterfront
Newcastle upon Tyne
NE15 8NY

Email: QFPcomplaints@quilter.com

Tel: 0191 241 0700

You can find more information by visiting the Quilter Financial Planning website:

http://www.quilterfinancialplanning.co.uk/contacts/

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)

Main Office

4 West Parade
Wakefield
WF1 1LT
Telephone. 01924 574042
Email. adminolivetreewealthmanagement.co.uk