Oliver Financial Planning
Advice from a Chartered Financial Planner on investments, pensions, retirement, protection and estate planning.
Advice from a Chartered Financial Planner on investments, pensions, retirement, protection and estate planning.
Oliver Financial Planning is an independent financial advice firm led by Tom Oliver, a Chartered Financial Planner.
Based in Bath, we advise individuals, families, trustees and attorneys locally and throughout the UK. We take the time to understand your circumstances, explain the available options and provide recommendations suited to your objectives.
Our role is to make complex decisions clearer, provide objective recommendations and ensure the different parts of your financial arrangements work together effectively.
Building and managing diversified investment portfolios suited to your objectives, timescale and tolerance for risk.
Reviewing and consolidating pensions, planning contributions and structuring a sustainable retirement income using drawdown, annuities or a combination of options.
Helping you organise your affairs, make appropriate use of available allowances and reliefs, and pass wealth to your chosen beneficiaries.
Arranging life insurance, critical illness cover and income protection to protect you, your family or your business if circumstances change unexpectedly.
We start with a free, no-obligation meeting to discuss your circumstances, existing arrangements and what you would like to achieve.
If you decide to proceed, we review your position, research the available options and provide a written report explaining our recommendations, their costs and why they are suitable.
We put the agreed recommendations in place and deal with the providers and paperwork. Where ongoing advice is required, we review your arrangements regularly and recommend changes when needed.
All fees are explained and agreed before any chargeable work begins.
Financial products can provide valuable benefits, but they also involve risks. We explain the risks relevant to any recommendation before you decide whether to proceed. The following general points apply to the services described on our website.
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.
Copyright © 2026 Oliver Financial Planning - All Rights Reserved.