Established in 2010, Elm Tree Financial Services Limited is a firm of independent financial advisers based in Warrington, Cheshire, offering unbiased financial and mortgage advice to clients throughout the UK.

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Our firm has earned an enviable reputation within the financial services industry and among our clients for delivering high-quality, personalised service.

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Our Directors Kevin Barlow and Andrew Mason bring over 50 years of combined experience in the financial services sector. Kevin is a CODA and fluent in British Sign Language (BSL), he extensively serves the deaf community.

 

Being independent means we’re not tied to any single product provider, so we can offer completely impartial advice and find the best deals out there for you. We’ll work with you to understand your financial goals and create strategies to achieve them, using the latest products and services.

We cater to both private individuals and businesses, covering all areas of financial planning.

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Our team is highly trained and qualified, offering personalised and tailored services because we know every client is unique.

We take pride in our professionalism and efficiency, supported by a dedicated staff who ensure we always provide the best advice.

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Elm Tree Financial Services Limited is directly authorized and regulated by The Financial Conduct Authority - 511619.