MENU 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. Continue reading 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. Continue reading 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. Continue reading 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. Continue reading 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. Continue reading 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. Continue reading 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. Continue reading 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. Read More... HomeAbout UsOlivetree FinancialOlivetree WealthOlivetree AdvisorsCareersContact London Office 9th Floor, 10 Lower Thames Street London EC3R 6EN Tel +44 (0) 20 3201 1000 Registered Office 27-29 North Street, Hornchurch, England, RM11 1RS Email: nick@olivetreewealthllp.com Olivetree Wealth LLP is authorised and regulated by the Financial Conduct Authority under No. 929991. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman service please visit. Please note that the FCA does not regulate Tax Advice, Cash Flow Modelling, Trusts or Wills. Registered in England and Wales No. OC430300. Copyright © 2021 Olivetree ‍ Privacy Notice Disclaimer Legal & Regulatory By Clicking on "Accept", you agree to the storing of cookies on your device to enhance site navigation, analyse site usage, and assist in our marketing efforts. Manage Settings Deny Accept