About Olive Tree Wealth Management Ltd

We offer plain speaking advice you can trust. We take the mystery out of some of the most complex areas of financial planning.
With an ever changing financial services market place, we pride ourselves in offering a common sense approach to all your financial matters. We offer plain speaking advice you can trust. With over 34 years of financial services experience. We offer advice and help on all your financial matters from retirement, Inheritance tax planning and trusts and investing for someone's long term future.We serve the whole of the Yorkshire area from our base in West Yorkshire.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

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