About Greentree Wealth Management Ltd

Our team at Greentree would love to help you with your retirement or investment planning.With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.
Our team at Greentree Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Worcestershire and the surrounding area.We provide advice across a wide range of services including pensions, investments, savings, and protection. We are committed to putting clients at the heart of everything we do.This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs.At Greentree Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Pensions & retirement: