ABOUT US

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

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Within the financial services industry and amongst our client base we have gained an enviable reputation for providing a high quality personal service.

 

The two directiors Kevin Barlow & Andrew Mason have between them over 50 years experience within the financial services. Kevin is fluent in British Sign language (BSL) and deals widely within the deaf community.

 

As independent financial advisers we are not tied to a single product provider, which means we can provide advice that is completely impartial. Whatever products are available on the market we will find the best deal for you.

 

Together, we can look at your financial objectives and work out ways to achieve them utilising all of the very latest products and services available through Elm Tree Financial Services Limited.

 

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Elm Tree Financial Services  provides independent financial advice to both private and corporate clients in all areas of financial planning. We are specialists in pensions being able to provide advice where many others simply aren't qualified to.

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Our team of advisers are highly trained and qualified, with specialities in all different fields. They provide a personal and tailored service to all of their clients, as they consider each and every client's circumstances to be unique.

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We pride ourselves on our professionalism and our efficiency and it is our team of support staff which help us maintain this. Our staff work very closely with our advisers and provide not only administrative support, but also have a high level of technical knowledge ensuring we always give the best advice to our clients.

 

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