Chartered Financial Planner • FCA Registered • Independent • Based in Bath
Chartered Financial Planner • FCA Registered • Independent • Based in Bath
Oliver Financial Planning is a Chartered, FCA-authorised firm (FRN 963900) based in Bath. We provide independent, whole-of-market advice to individuals, families, and trustees across the UK.
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.
We work locally in Bath and the South West, and remotely with clients nationwide.

Chartered status is the gold standard in UK financial advice. It reflects a high level of technical expertise, ethical conduct, and ongoing professional development.
By choosing a Chartered adviser, you can be confident you're working with someone who is committed to the highest standards of knowledge, care, and integrity - placing your interests at the heart of every recommendation.
As a member of the London Institute of Banking & Finance, we are held to rigorous academic and professional standards, ensuring our advice is based on up-to-date expertise and best practice.
Independent financial advice means we are not tied to any product provider, investment platform, or financial institution. This allows us to act solely in your best interests and consider the whole of the market when recommending solutions, whether that’s an investment, pension, insurance policy, or tax strategy.
As independent advisers, we are free to recommend whichever products and services are most appropriate for your situation. You can be confident that our advice is objective, unbiased, and based on your goals and circumstances.
Independence also means clarity and transparency. We explain our recommendations, show how they fit into your wider financial plan, and set out all costs upfront so you can make informed decisions with confidence.
We are based in Bath and work with clients across the local area and beyond.
We can either meet in person at our address, meet at your home or place or work, or arrange a phone or video call - whichever suits you best.
98 Bay Tree Road, Bath BA1 6NF, UK
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
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