Peartree Wealth Management is a small Independent Financial Adviser (IFA) practice based in Stansted Mountfitchet on the Herts/Essex border, which consists of the principal financial adviser and a comprehensive admin team. Our aim is to become a leading provider of high quality advice to individuals and businesses in the home counties, London and East Anglia.
We are keen to differentiate ourselves from our competitors by striving to add value and provide our clients with the following :
Recommendation of tailored solutions to help achieve stated objectives and needs
A common criticism often aimed at Financial Advisers is that they have a reputation of potentially recommending products or companies that pay a higher level of remuneration thereby creating an atmosphere of distrust.
At Peartree Wealth Management we enter into a standard fee agreement with a choice of four different service proposition which our clients select from. This means that having selected the preferred service proposition we receive exactly the same level of remuneration irrespective of whichever product or company we recommend. You can then be rest assured that we will search the whole market place to pinpoint the most appropriate solution to meet your needs, there is absolutely no product or company bias whatsoever, we treat all our clients fairly.
Our business is based upon the principles of trust, integrity and the genuine desire to add value. We never forget that our clients are our business.
Peartree Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (FCA), 25 The North Colonnade, Canary Wharf, London, E14 5HS.
Our Financial Services Register number is 224273. Our permitted business is advising on and arranging pensions, pension transfers and opt-outs, savings and investment products and non-investment insurance contracts. You can check this on the Financial Services Register by visiting the FCA’s website
Peartree Wealth Management Ltd is a practice providing independent financial advice to individuals and companies on all aspects of financial planning. An Independent financial adviser (IFA) is not tied to a particular Bank, Pension or investment company and therefore is not restricted to their own or a limited range of products.
Being truly independent means we research the whole financial market place to find the best solution to meet your needs, we are not constantly looking for opportunities to make sales but instead focus on how we can help you achieve your goals. Our aim is to build long term relationships with our clients by providing quality advice, outstanding service and adding true value to you wealth.
Our business is based upon the principles of trust, Integrity and the genuine desire to add value. We never forget that our clients are our business.
Peartree Wealth Management Ltd.