So here’s what we do.
So How Do You Get Started?
Step 1... Introduce yourself
Register with us on anywhere on our website. We can then introduce ourselves to you personally.
Step 2... Talk to us
Once you’ve registered, one of our team will call you for a chat and identify what you wish to achieve through personal investing. We will also establish which investment opportunities you qualify for.
Step 3... Start looking
Once we have identified which investments you qualify for, we will then send you useful and easy to understand information on each of the investments. You can then review the information and seek independent financial advice to assist, which we recommend you do.
Step 4... Complete your investment application
If and when you decide to invest, we will provide you with easy to follow application documents or links, so that you can apply for your investment. All of our approved investments have quick and simple application processes and along with copies of your identification, are all you need to get started.
Step 5... Congratulations you’re an investor!
Congratulations. In most cases your chosen investment will be live within days, and you will receive confirmation from both the investment provider and ourselves that you are up and running. You will then also receive regular updates on the progress of your investment.
“it’s all over my head a bit that”
We’re not surprised! Some of the words that are used are unusual and intimidating, as well as some of the phrases and descriptions. Thankfully, most investments that are available in the general market are actually very simple, and just need explaining better. Were convinced we can explain any investment to any person! In a way that you’ll understand. Try us!
“I wouldn’t even know what a bond was”
And we wouldn’t expect you to! Its okay to ask what something is, because until you know…you don’t know! We like to explain what everything is, and we don’t expect you to know anything beforehand.
“the thing is, you need a lot of money to begin with”
This is a common misconception and simply isn’t true! So many of us think that only the wealthy can invest, without realising that maybe it was investing in the first place that made them wealthy! In reality, and particularly recently, there are investments out there from as little as £5. While investing larger sums may open up opportunities to more investments and higher returns, there really is something out there for everyone to get going and start achieving good returns.
“but then your money is tied up though, right?”
Not necessarily. Sure, there are many investments that require that you commit for a certain length of time. A bond for example may require that you commit your funds for 5 years say, whereas a listed investment (one that is available to buy and sell on a stock exchange) can be bought and sold at ANY time. Even with some longer investments, there are many different investment terms available (e.g. 1, 3, or 5 years), but also there are investments that give you the option to withdraw your investment at any, or certain times. What is important is that you choose an investment that suits you, your objectives and our timeframe.
“I’ve always really wanted to but…”
Well why don’t you? Whilst we never have to encourage you to invest, we also want to make sure that if you wish to, or if you would benefit from doing so, that you at least have all the information you need and have suitable general guidance, to help you understand what you can do and how you can do it. You are always advised to seek Independent Financial Advice, and in some cases, you are required to. And if you simply want help with understanding how investing works and what you can invest in, speak with us and we would be delighted to help you.
What our customers are saying...
With Olive Tree, I went from knowing nothing about investing, to being an investment bond investor in two weeks!
I’ve been investing for many years, but Olive Tree Investments are the first people to explain my investments to me from scratch.
Thanks to Bobbie and his team I now feel like an investor… and I am one!
I have a number of investments with Olive Tree Investments that I keep track of easily without getting confused.
I now earn over 12% a year in interest on money that I had been keeping in the bank!
Be Our Partner
We are always looking to team up with the right distribution partners, who have the same client understanding as ourselves, as well as the same standard of product and service. If you wish to become a sales partner of ours, please get in touch.Contact Us »