Y TREE

iPhone / Finance

Y TREE combines data, technology and experience to apply a layer of intelligence over our clients' financial lives. We use this to give pure, unbiased advice.

Our mission is to transform personal finance into a transparent, efficient and meaningful life experience.

Regulatory information:

Y TREE Limited is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 967369). Y TREE is also regulated by the UK Financial Conduct Authority under the Payment Services Regulations 2017 as a Registered Account Information Service Provider (Firm Reference Number 815261). Registered in England and Wales, with company number 10186799 and with registered offices at Acre House, 11/15 William Road, London, United Kingdom, NW1 3ER.

Quoi de neuf dans la dernière version ?

We've introduced automated prompts to help you review and update aging asset values. This ensures your financial advice remains accurate and your client meetings run smoothly.