Wealth Management in Wakefield
At Olive Tree Wealth Management Ltd, we have 35 years' experience in providing clear, jargon-free advice.
We advise on ISAs, investments, wealth management, and equities in West Yorkshire, including Wakefield, York, Pontefract, Knottingley, Normanton, and Castleford. With our expertise, we can help you make the most of your money and plan for the future.
First Class Service
No-jargon advice
Financial Conduct Authority Registered
Saving or Investing?
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What is Saving?
Saving means putting away a share of your income that you choose not to spend today. It could be a child's piggy bank or high-interest deposit accounts, althought the returns are low and in terms of cash are usually negative because of the effects of inflation, so you are losing money over time in terms of its real spending power. Saving alone may not be sufficient for you to achieve your financial goals.​​
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What is Investing?
Investing is to make those savings provide a higher return, whilst carefully managing the investment risk that you are taking in order to achieve your specific financial objectives. Succesfull investing ensures you are getting the best return for the level of investment risk you are comfortable to take.
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Our Services
ISAs
At Olive Tree Wealth Management Ltd, we advise on Individual Savings Accounts (ISAs) to help you save and invest without paying any tax on the interest, income or capital gains. Our experts can advise you on the most suitable options for your financial goals.
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Investment Consultants
Our experienced investment consultants can help you make informed decisions about your money. We advise on a range of investment options to suit your needs and risk tolerance.
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Investments
We provide a range of investment opportunities to help your money grow. Whether you're new to investing or have an established portfolio, we can help you make the most of your money.
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Wealth Management
Our wealth management services are designed to help you build and protect your wealth for the future. We take a holistic approach to your finances, helping you to make the most of your money.
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Equities
Invest in shares with our equity investment services. Our experts can help you choose the right investments for your financial goals.
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Trust Funds
Protect and grow your wealth with our trust fund services. Our experts can help you set up and manage your trust funds.
Juniors ISA
Junior ISAs (JISAs) are tax-free savings accounts for children under 18, with an annual limit of £9,000. They can be cash, stocks, or shares based, and anyone can contribute.
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Starting a Junior ISA can give your child a financial head start, and our experts can help you make informed decisions about their future.
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Capital Investment Bonds
Invest in our capital investment bonds to grow your wealth over time.
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Income Tax Advice On Savings
Get expert advice on how to save on income tax with our savings advice services. We can help you make the most of your savings with tax-efficient options.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
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Investors do not pay any personal tax on income or gains, but ISAs may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
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The Financial Conduct Authority do not regulate Tax Planning, Cash On Deposit accounts, or Capital Investment Bonds.
FAQ
Why Save?
Saving is a safe way to accumulate money for specific goals. While less risky than investing, it offers limited growth through interest.
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This makes it ideal for those averse to financial risks, with most savings accounts offering easy access or fixed terms. Whether saving for a large purchase or emergencies, the goal remains to build a financial cushion.
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Saving provides both financial security and the means to afford significant expenses.
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Where Can I Put My Money?
There are several different types of savings products out there.
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What Should I Do Now?
Since there are so many different types of savings and investments, and there are potential risks with investments in particular, it is wise to seek expert advice which can be tailored to suit your circumstances.
​"Great service, Good company to deal with and very helpful."
- Hazel via Yell
Ready to take control of your financial future?
Let Olive Tree Wealth Management Ltd help you navigate the world of wealth management and investments. From ISAs to Trust Funds, we provide expert advice and personalised solutions. Take the first step towards financial freedom and contact us today!
