2 Holes Lane
Monday to Thursday: 9am - 5pm
Friday: 9am - 4pm
Saturday to Sunday: Closed
Elm Tree Financial Services Limited was founded by experienced financial advisers Andrew Mason and Kevin Barlow. They provide unbiased financial advisory services from their premises in Warrington, Cheshire.
The firm offers independent financial advice on all aspects of financial planning, including Pensions, Investments and Mortgages; particularly Equity Release.
Kevin Barlow advises widely within the deaf community. Kevin is fluent in British Sign language (BSL).
Andrew and Kevin firmly believe that the focus of their advice should be on the personal aspects pertaining to the client, thereby taking an holistic financial planning route, with the most suitable solutions for the client being paramount.
This ensures that a professional service catering for the client's needs and objectives is provided after a thorough analysis and using unique research tools to formulate advice recommendations.
Whether clients need advice on setting up or reviewing pensions plans, getting the most from investments or mortgage advice, Elm Tree Financial Services will fully assess the client's needs and after due research and analysis, present an unbiased, bespoke suite of recommendations in writing.
The adviser will then discuss with the client how the financial planning solutions meet the needs which were identified and agreed with the client, at the initial meeting.
All financial planners at Elm Tree Financial Services Limited are experienced diploma qualified independent financial advisers, hold a valid Statement of Professional Standing and are authorised and regulated by The Financial Conduct Authority.
Elm Tree Financial Services Limited is directly authorised and regulated by The Financial Conduct Authority - 511619
Please be aware that your home is at risk if you do not keep up repayments on a mortgage or other loan secured on it. The value of an investment can fall as well as rise and if you cash in your investments early you may not get back the original amount invested.
The firm can also help with any investment advise you may need now or in the future.
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