Call us! 01925 815 555
Call us! 01925 815 555
Call us! 01925 815 555
Independent
Financial Advisers
We adopt a jargon-free holistic approach to financial advice recognising that a change in one area will impact on others. So while you may come to us for specific advice on say a pension, investment or mortgage, we will always take time to look at your bigger financial picture. Based in Warrington, Cheshire we have a long standing history of working closely with business owners and individuals. We are not here to push products, but instead to work with your assets in order to create a plan. This reflects Elm Trees Independent Financial Adviser’s long standing core philosophy to provide clear and unbiased independent financial advice.
CONTACT US TODAY
Call us! 01925 815 555
OUR SERVICES
MORTGAGE ADVICE
Buying a property can be one of the biggest and most important decisions we make, often with many twists and turns along the way. It is for this very reason that we believe seeking impartial, whole of market mortgage advice is beneficial.
PROTECTION ADVICE
Here at Elm Tree Financial Services we offer friendly, simple to understand insurance and protection advice that enables us to understand and guide our clients through the different insurance and protection options available
PENSION ADVICE
Weather you are considering starting contributions into your first pension or have existing pension schemes that you no longer pay into and have not reviewed recently, we can help guide you through the many different options available.
EQUITY RELEASE
Equity release is a way of supporting yourself later in life by unlocking tax-free cash from the value of your home, without having to move out.
If you’re looking for extra money to make retirement a little easier, to start home improvements or to give a helping hand to your family, it could be a welcome boost to your bank balance.
INVESTMENT ADVICE
We provide impartial advice after taking into account your specific, personal and financial objectives, for example, how long you want to invest for, your attitude to investment risk, your individual investment needs and of course the different tax efficient solutions available.
FINANCIAL ADVISERS YOU CAN TRUST
FREE CONSULTATION
NO HIDDEN FEES
We will give you a free, no obligation initial consultation with expert, independent advice from one of our experienced and qualified advisers.
BACK OFFICE SUPPORT
CLIENT PORTAL
With our client site you can organise and track your investments conveniently online, and get in touch with your financial adviser in an instant.
LARGE COVERAGE
WITHOUT THE UK
We deal throughout the Cheshire area and in Cities such as Manchester, London, Birmingham, Liverpool and Leeds. Get in touch today to arrange a meeting.
WHAT OUR CLIENTS THINK
"If you're looking for financial advice then I recommend you visit Elm Tree and meet Marie Meagher. I went to get my pension sorted out and the help and advice that I got from Marie was everything that I could have asked for.
"
- David P
"I was looking for a mortgage advisor to assist in my mortgage application for my first home. I was highly recommended Elm Tree by a friend, notably Kevin Barlow. What can I say - from start to finish Kevin was professional, knowledgable, and had an efficient and friendly manner. He, as well as the company are worth their weight in gold. He made the process stress-free, understandable, and was more than happy to advise every step of the way, he went above and beyond what was expected. They have a really efficient system where you can view all your documents throughout the process anytime, in a highly secure, protected back office system that is unique to you. My mortgage application was successful and if you're looking for someone who knows exactly what they're doing and is on hand to assist whenever you need them, then I can't recommend Kevin and Elm Tree highly enough. They are that good."
"John Ward, I was looking for independent mortgage advice and I cannot praise enough the service Kevin and his team provided. I am registered blind and Kevin made sure that I had access to all information and explained all details clearly and concise. As well as some gems of information I got the product that best met my requirements and was far better than the self searching and research I had undertaken. I will certainly be using Elmtree again.
"
- John R Ward
- Victoria M
CONTACT US
ADDRESS
2 Holes Lane, Woolston,
Warrington, Cheshire WA1 4LZ
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