Chartered Financial Planner • FCA Registered • Independent • Based in Bath
Welcome to
Oliver Financial Planning
Chartered, independent and regulated advice on investments, pensions, retirement income, protection, and estate planning.
Chartered Financial Planner • FCA Registered • Independent • Based in Bath
Chartered, independent and regulated advice on investments, pensions, retirement income, protection, and estate planning.
The highest professional standard in financial advice.
We are able to give whole-of-market advice, which means we recommend solutions from any provider, based solely on your needs.
Being authorised by the FCA means that we meet strict client protection and conduct standards.
We work locally in Bath and the South West, and remotely with clients nationwide.
We provide advice across the main areas of personal financial planning, helping you build, protect, and pass on your wealth in a way that suits your circumstances. The core areas we advise on include:
We build and manage portfolios suited to your goals and tolerance for risk.
Guidance on saving for retirement and making the most of your pension allowances.
Advice on drawdown, annuities, and structuring income to last throughout retirement.
Structuring your affairs to pass on wealth efficiently and plan for Inheritance Tax.
Arranging cover such as life insurance, critical illness, and income protection.
Regular reviews and adjustments to keep your financial plan on track.
Chartered and FCA-authorised, we provide whole-of-market advice from our base in Bath to clients locally and across the UK. All recommendations are tailored to your goals, constraints, and risk profile.
Independent advice on: Investments, Pensions, Retirement Planning, Protection, Estate Planning & Inheritance Tax, and Ongoing Support.
We follow a clear and transparent process, including: reviewing your current position, providing written recommendations, implementing agreed changes, and reviewing regularly.
We offer an initial meeting at no cost and with no obligation. It’s an opportunity to review your current arrangements, discuss your goals, and see whether financial advice could be useful.
At this meeting we can:
It’s a chance to see if financial advice could add value in your situation, without any pressure to proceed.
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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