Investing just got simpler
Olive Tree Investments is a friendly and informative place to come for investment information and opportunities.
Grow your wealth with Olive Tree
Olive Tree Investments is a friendly and informative place to come for investment information and opportunities.
Grow your wealth with Olive Tree
Register with us on anywhere on our website. We can then introduce ourselves to you personally.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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 »Phone: +44 (0) 151 433 6071
Visit Our Liverpool Office
1 Mann Island, 3rd Floor, Liverpool, L3 1BP
You may currently have a pension that is poorly performing, is high charging or offers you little flexibility and control over your own future. It may be that you have pensions in more than one place and you do not know how to consolidate or understand where you and your pension currently stand. Olive Tree Investments have teamed up with a pension review service that will review your current pension for you and provide you with a report.
REQUEST A FREE REVIEW »*You will not be charged any fee if your pension remains unchanged. Should the resulting advice lead to a transfer of your pension then you may be charged a fee.