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).

Founded in

Australia