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Contact Your Local Financial Consultants in Wakefield

Thank you for considering Olive Tree Wealth Management Ltd for your financial needs. We're here to help you with all your financial concerns.

Whether it's retirement planning, savings and investments, pensions, insurance, taxation and trusts, or long-term care planning, our team of financial consultants is here for you.

Have any questions or need more information? Give us a call or send us an email. You can also schedule an appointment to visit our offices in Wakefield.

When you contact us, you can expect advice you can trust, backed by over 36 years of experience. We provide clear, no-jargon advice to help you make the right decisions for your financial future.

Take the first step towards financial security and peace of mind. Contact Olive Tree Wealth Management today.

The Financial Conduct Authority does not regulate Tax Planning and Trusts.

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Get in touch

​Privacy Notice 

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Contact us

T: 01924 574042

Address:

Seemore Business Centre

43A Towngate

Ossett

WF5 9BL

If you are unhappy with our service.

 

If you have a complaint about your adviser, or any financial advice that you have received from your adviser, please contact us:


Quilter Financial Planning Complaints Department

Quilter
Sunderland
SR43 4JP


0808 171 2626


QFPcomplaints@quilter.com
 

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

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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

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Business Hours

Monday : 09:00 - 18:00 
Tuesday : 09:00 - 18:00 
Wednesday : 09:00 - 18:00 
Thursday : 09:00 - 18:00 
Friday : 09:00 - 18:00 
Saturday : Closed
Sunday : Closed

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Contact us

01924 574042

Address: 

Seemore Business Centre

43A Towngate

Ossett

WF5 9BL

Business Hours

Monday to Friday: 09:00 - 18:00
Saturday: Closed
Sunday: Closed

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Registered office address: Seemore Business Centre, 43A Towngate, Ossett, WF5 9BL

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Registered in England and Wales under reference 08408731

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​Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd - June 2024

Olive Tree Wealth Management Ltd is an Appointed Representative of Quilter Mortgage Planning Ltd and Quilter Financial Services Ltd which are authorised and regulated by the Financial Conduct Authority.

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Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s/) under reference 440703 and 440718.

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The guidance and information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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© 2024. The content on this website is owned by us and our licensors. Do not copy any content (including images) without our consent.

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