The team at Covertree are here to create a fresh approach to financial advice and purchasing protection. We’re doing things differently, from the way our business is structured, to the way our team members are rewarded for their efforts. Our aim is to evolve the traditional advised distribution model by combining expert industry knowledge with the latest technology to create a seamless, forward-thinking service that delivers a high value and long-lasting customer relationship, through open and honest conversations. Our friendly team of Advisers has over 30 years’ experience in the industry. We understand the importance of providing expert advice and we’re passionate about empowering clients with the tools needed to make the right choice when it comes to protecting the most important thing - themselves and their family’s financial security. We are committed to demystifying the world of financial planning, whilst delivering the best customer experience in an ever-changing market. We give confidence to our clients that should the worst happen, they have peace of mind that the right cover is in place.
Looking for a particular Covertree employee's phone or email?
Adarsh Rachmale is the Co-Founder, Chief Executive Officer of Covertree.
6 people are employed at Covertree.
Covertree is based in Lightwater, Surrey.