Welcome to Olive Wealth Management
We are a team of experienced, well-qualified Independent Financial Advisers based in Oxfordshire and Hertfordshire. We cover most of Southern England and the Midlands, including London and Birmingham. We pride ourselves on our friendly and professional approach and we value our relationships with our clients above all else.
We have both individual and corporate clients, many of whom have been with us for many years, benefiting from our continued and long term advice and support.
Our approach is grounded firmly on our friendly, personal yet professional style. Our personal relationships with our clients and our understanding of their individual needs are our most important objectives. They allow us to design bespoke solutions for each client’s own financial goals and particular requirements.
We provide holistic financial advice to meet life’s challenges. You may wish to make provision for your children and family costs (university fees, private health care, etc), to make strategic plans for tax or inheritance, to make best use of unexpected windfalls or redundancy payments, or simply to keep under review your savings or pension provision in today’s constantly changing economic environment.
To meet these personal and individual needs we provide specialist bespoke advice on Life Assurance, Retirement Planning, Savings and Investments, and Estate Planning.
For our corporate clients we have considerable expertise and experience in Business Protection, Retirement Schemes and Trustee Investment Services. This means we work with corporations, companies, directors and trustees in company pensions, corporate insurance, and capital or equity portfolios.
Olive Wealth Management Ltd offers the same first class personalised service to these corporate clients to meet their specific business requirements.
Our company has no retail outlet and we do not use expensive marketing campaigns. We rely on word of mouth from satisfied clients to maintain our excellent business reputation, and because we have low overheads and costs, we can charge low fees to our clients. We can also offer our initial consultation free of charge, and we agree our fees with you before we undertake any work for you. With Olive Wealth Management Ltd there are no hidden costs or nasty surprises.
If you would like to discuss any of these points further, or if you have already decided that you would like our advice and services, please do not hesitate to contact us for your free initial discussion. At this meeting we will discuss your goals and how you can achieve them with our personalised and professional advice and support.