Oliver Financial Planning
Chartered Independent Financial Advice
Chartered Independent Financial Advice
We are an independent, Chartered financial advice firm providing regulated advice across all areas of personal financial planning. Our services include pensions and retirement planning, investment advice, life and income protection, and estate and inheritance tax planning.
We work with individuals, families, trustees, and attorneys to help structure and manage finances in a way that aligns with their goals and responsibilities. All advice is tailored, FCA-regulated, and delivered with a clear, long-term approach.
A well-structured financial plan is essential for securing your future and achieving your long-term goals. Whether you're investing for growth, planning for retirement, managing your estate, or protecting your wealth, we provide expert advice tailored to your needs. With a focus on strategic planning and practical solutions, we help you make informed decisions that provide financial stability now and in the years ahead.
Get in touch today to discuss how we can support you with a clear, structured approach to financial planning.
We provide expert, independent financial advice to help you grow, protect, and manage your wealth. As a Chartered Financial Adviser, we’re committed to the highest standards of professionalism and integrity. Our advice is clear, impartial, and tailored to your goals, giving you confidence in the decisions you make.
We offer independent financial advice across all key areas of personal planning. Our services include pensions, retirement planning, investment management, life and income protection, and estate and inheritance tax planning.
Our structured advice process ensures clear, tailored financial planning. From the initial meeting and risk assessment to presenting your plan, implementation, and ongoing reviews, we guide you every step of the way, ensuring your finances remain aligned with your goals.
Oliver Financial Planning
98 Bay Tree Rd, Bath BA1 6NF, UK
Oliver Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial services reference number: 963900.
Our company number is: 13205258. Registered office address: 30 Circus Mews, Bath, BA1 2PW.
Investment Risk Warnings
All investments carry an element of risk, and the value of your investments can go down as well as up, so you could get back less than you invested.
A pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.
A Protection plan will have no cash in value at any time, and will cease at the end of the term. If premiums are not maintained, then cover will lapse and you may not be covered if a claim is made
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