Olivetree Wealth

A holistic approach to financial planning, guiding clients throughout the whole journey.

Personal Finance Portal

About Olivetree Wealth

Olivetree Wealth LLP, an independent financial advice firm, is authorised and regulated by the Financial Conduct Authority under No. 929991.

Olivetree Wealth takes a holistic approach to financial planning to guide the client through the whole journey. From accumulating wealth and enjoying the benefits of your hard work during retirement to preserving wealth to pass down the future generations, we support you throughout the entire process.

We believe that your relationship with money and financial products should be positive and therefore, we encourage and support you to engage with your planning. We will help you to achieve your long-term goals and build up your knowledge base.

Our Team

Nick Earl
Managing Partner and Independent Financial Adviser

Nick started his career on a graduate scheme with Sun Life of Canada in 1997, before becoming an Independent Financial Adviser in 1999 with Millfield Partnership and most recently was a partner at Wardour Partners Asset Management.

Nick provides holistic financial planning advice for private individuals as well as employees of corporate clients. Once Nick identifies and implements a suitable solution, he ensures that he follows through to retirement and beyond for his clients.

If you wish to register a complaint, please write to Nick Earl, Olivetree Wealth LLP, 9th Floor, 10 Lower Thames Street, London EC3R 6EN or email info@olivetreewealthllp.com.

Our Services

Investment

Olivetree Wealth offers advice and planning concerning your investments, from setting up a plan to save towards a specific goal, investing an inherited lump sum in a tax-efficient manner, or simply reviewing and monitoring existing investments and their performance. Our experts will support you throughout your journey.

This investment may fall as well as rise, you may not get back what you put in.

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Pensions and Retirement

Planning For Retirement. We work with our clients to quantify the pension and investment funds needed to generate desired future income levels. We will review your retirements objectives regularly to identify any shortfall and take the appropriate action.

This investment may fall as well as rise, you may not get back what you put in.

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Options In Retirement

You may take some of your most important decisions when approaching or during retirement, setting your income streams for the rest of your life. It follows that this is a time when expert advice could add significant value toyour affairs. We look at all available options to generate the income and capital you will need from your chosen retirement date.

This investment may fall as well as rise, you may not get back what you put in.

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Mortgage Services

Whether you seek guidance and advice on residential, Buy to Let, overseas lending, we are well placed to steer you through this increasingly complex market.

Once we have established your exact financial position, rate sensitivity and goals, we will access the most suitable arrangements from the whole market. Then will manage the entire process for you, making the application on your behalf and liaising with all third parties until your mortgage has fully completed.

This is a lifetime mortgage (home revision scheme). To understand the features and risks ask for a personalised illustration

Your home may be repossessed if you do not keep up repayments on your mortgage.

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Employee Benefit Services

Employee Benefits Enhancement 

Many companies invest money on benefits without knowing whether they are getting a return on investment or value for money.

We will review your existing benefits and support you in enhancing them for you and your employees.

The benefits can include:

  • Bespoke company benefit support literature
  • Communication strategy – Website/booklet/meetings
  • Financial education in the workplace
  • Seminars –General & specific
  • Employee pension review
  • retirement income target reports
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Tax and Estate Planning

We provide advice on how to structure your affairs to reduce, or even avoid, inheritance tax. We will review your investments and asset holdings then recommend a tax-efficient strategy to minimise any inheritance tax liabilities.

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Protection

Life Assurance and Insurance against illness

Olivetree Wealth will advise on setting up the correct type of life assurance, income protection and critical illness cover to ensure you and your family have the proper protection in place.

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Contact Olivetree Wealth

GET IN TOUCH

To contact Olivetree Financial and Olivetree Advisors please click here.

Careers

Join our growing team

Opportunities for industry experts and entry-level candidates.

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