Oliver Financial Planning provides independent advice on investments, pensions, retirement, protection and estate planning. Based in Bath, we work with individuals, families, trustees and attorneys across the UK.
Oliver Financial Planning is an independent financial advice firm led by Tom Oliver, a Chartered Financial Planner and member of the London Institute of Banking & Finance. Chartered status reflects a high level of technical knowledge, professional experience and continued professional development.
Tom advises on investments, pensions, retirement income, protection and estate planning. He takes the time to understand your circumstances, objectives and existing arrangements before recommending a suitable course of action, and remains your point of contact from the initial meeting through to implementation and ongoing reviews.
We are not tied to a particular product provider, investment platform or financial institution. This allows us to consider suitable products and providers from across the market when preparing our recommendations.
Our advice is based on your circumstances and objectives. We explain why each recommendation is suitable, the risks involved and the fees and charges you will pay.
We advise:
Clients may require advice on a specific issue or assistance coordinating several different areas of their financial arrangements.
We advise trustees on investment strategy, risk, diversification, income requirements and the needs of beneficiaries. Our recommendations take account of the terms of the trust and the responsibilities involved in managing trust assets.
We also assist attorneys managing financial affairs under a Lasting Power of Attorney. This may include reviewing investments, arranging income, planning for care costs and maintaining appropriate records.
Where necessary, we work alongside solicitors, accountants and other professionals to ensure the financial advice is properly coordinated with any legal or tax requirements.
We are based at 98 Bay Tree Road, Bath, and work with clients locally and throughout the UK.
Meetings can be held in person in Bath, at your home or place of work where appropriate, or by telephone or video call. Meeting and communication arrangements can also be adapted if you require additional support.
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 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.
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