Company Information

Get to know limetree wealth management

Limetree Wealth Management is an independent financial planning firm dedicated to building long-term, trusted relationships with its clients. As Chartered Financial Planners, they offer a comprehensive range of services including retirement planning, investment management, financial protection, and inheritance tax planning. Their approach is centered on understanding individual client goals to create tailored, clear, and effective financial strategies. The company prides itself on its professional, jargon-free advice and is authorised and regulated by the Financial Conduct Authority (FCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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limetree wealth management

Australia

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.