Kevin Barlow

Kevin Barlow

Elm Tree Financial Services Limited

Minimum mortgage: Any amount

Unavailable for contact through VouchedFor

Based in Warrington
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5 out of 5

7 reviews


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

I offer a professional and friendly approach to all my clients and have worked within Financial Services industry for 25 years. I have built up extensive knowledge and skills to ensure that all my clients receive the best service and have a clear understanding of what their needs are within there future needs. I am fluent in British Sign Language and deal extensively within the Deaf community as my background of having deaf family members has enabled me to have a clear understanding of Deaf culture and Deaf clients needs

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

I am regulated by the FCA (511619) as an Adviser of Elm Tree Financial Services Ltd Data Protection The information you have provided is subject to the Data Protection Act 1998 (the “Act”). “Processing” includes obtaining, recording or holding information or data, transferring it to other companies associated with us, product providers, the FSA or any other statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and/or other debt collection agencies for debt collection purposes and carrying out operations on the information or data. In order to provide services to you we may be required to pass your personal information to parties located outside of the European Economic Area (EEA) in countries that do not have Data Protection Laws equivalent to those in the UK. Where this is the case we will take reasonable steps to ensure the privacy of your information. The information provided may also contain sensitive personal data for the purposes of the Act, being information as to your physical or mental health or condition; the committing or alleged committing of any offence by you; any proceedings for an offence committed or alleged to have been committed by you, including the outcome or sentence in such proceedings; your political opinions; religious or similar beliefs; sexual life; or your membership of a Trade Union. If at any time you wish us or any company associated with us to cease processing your personal data or sensitive personal data, please contact The Data Protection Officer on 01925 815 555 or in writing at Elm Tree Financial Services Limited, 2 Holes Lane, Woolston, Warrington, WA1 4LZ. You may be assured that we and any company associated with us will treat all personal data and sensitive personal data as confidential and will not process it other than for a legitimate purpose. Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data. Subject to certain exceptions, you are entitled to have access to your personal and sensitive personal data held by us. You may be charged a fee (subject to the statutory maximum) for supplying you with such data. Anti-money laundering We are required by the anti-money laundering regulations to verify the identity of our clients, to obtain information as to the purpose and nature of the business which we conduct on their behalf, and to ensure that the information we hold is up-to-date. For this purpose we may use electronic identity verification systems and we may from time to time throughout our relationship, not just at the beginning. Law This client agreement is governed and shall be construed in accordance with English Law and the parties shall submit to the exclusive jurisdiction of the English Courts. Risk Warnings Relevant risk warnings will be advised to you throughout the financial planning process and in your suitability report.