Ivy Tree Financial Services Ltd is an independent financial advisory firm located in Godalming, Surrey. They are directly authorised and regulated by the Financial Conduct Authority (FCA). The company focuses on building long-term relationships with clients, providing tailored financial advice across several key areas, including wealth management, investment planning, retirement strategies, mortgages, and financial protection (such as life insurance and critical illness cover). Their mission is to offer clear, professional, and independent guidance to help clients achieve their financial goals.

Founded in

India