Wealth looked after by someone who knows you.
Winter Tree Private Wealth is a new firm founded by Oliver Milton, bringing experience in private banking, wealth management and entrepreneurship to long-term relationships and personal service.
Contact us
In winter you can see what holds a tree up.
Take the leaves away and what is left is the structure: the trunk, the branches and the roots beneath them. That is the part that lasts.
We think about wealth in the same way. Before talking about any investment, we want to understand what sits underneath it: your family, your business, your plans and what you want your money to do.
What we offer
Services will be available once the firm has launched.
Financial planning
A clear plan for your money, built around what you want from it.
Investment management
Portfolios shaped by your goals, your timescale and your attitude to risk.
Family and legacy
Retirement, inheritance and passing wealth on to the next generation.
Business owners
Planning for entrepreneurs, from a growing company through to a sale.
One person who knows the whole picture.
Oliver Milton founded Winter Tree so that clients deal directly with an experienced professional, and keep dealing with the same person year after year.
Start with a conversation.
Tell us what you are thinking about and we will come back to you.