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

We’ve earned a strong reputation for delivering a high-quality, personalised service within the financial services industry and amongst our clients.

Our Directors, Kevin Barlow and Andrew Mason, bring over 50 years of combined experience. Kevin is fluent in British Sign Language (BSL), extensively serving the deaf community.

Being independent means we’re not tied to any single product provider, allowing us to offer completely impartial advice and find the best deals for you. We’ll work with you to understand your financial goals and create strategies to achieve them, using the latest products and services.

We cater to both private individuals and businesses, covering all areas of financial planning.

Our team is highly trained and qualified, offering personalised and tailored services because we know every client is unique.

We pride ourselves on professionalism and efficiency, supported by a dedicated staff who ensure we always provide the best advice.

Elm Tree Financial Services Specialises In

About Elm Tree Financial Services

  • Years Advising: More than 20 years
  • Languages Spoken: English, British Sign Language (BSL)

What to Expect

  • Advice Methods: Face-to-Face (Office), Telephone, Online
  • Appointments Available: Weekdays
  • Free Initial Consultation: Yes
  • Responds to enquiries within: One working day

Regulatory Information

  • Financial Conduct Authority (FCA) Authorisation: Elm Tree Financial Services Limited is directly authorized and regulated by the Financial Conduct Authority
  • FCA Number: 511619
    View on FCA Register

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  • Monday09:00 AM - 05:00 PM
  • Tuesday09:00 AM - 05:00 PM
  • Wednesday09:00 AM - 05:00 PM
  • Thursday09:00 AM - 05:00 PM
  • Friday09:00 AM - 04:00 PM
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