Chartered Financial Planner • FCA Registered • Independent • Based in Bath

Oliver Financial Planning

Oliver Financial PlanningOliver Financial PlanningOliver Financial Planning

01225 336 486

  • Home
  • About
    • About Us
    • About You
  • Our Services
    • Our Services
    • Investment Management
    • Pensions
    • Retirement Planning
    • Protection and Insurance
    • Estate Planning
  • Advice Process
    • Advice Process
    • Initial Advice
    • Ongoing Support
    • Fees and Charges
  • Contact
  • More
    • Home
    • About
      • About Us
      • About You
    • Our Services
      • Our Services
      • Investment Management
      • Pensions
      • Retirement Planning
      • Protection and Insurance
      • Estate Planning
    • Advice Process
      • Advice Process
      • Initial Advice
      • Ongoing Support
      • Fees and Charges
    • Contact

01225 336 486

Oliver Financial Planning

Oliver Financial PlanningOliver Financial PlanningOliver Financial Planning
  • Home
  • About
    • About Us
    • About You
  • Our Services
    • Our Services
    • Investment Management
    • Pensions
    • Retirement Planning
    • Protection and Insurance
    • Estate Planning
  • Advice Process
    • Advice Process
    • Initial Advice
    • Ongoing Support
    • Fees and Charges
  • Contact

About Oliver Financial Planning

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. 

Who We Are

Chartered Financial Planner

Chartered Financial Planner

Chartered Financial Planner

The highest professional standard in financial advice.

Independent Advice

Chartered Financial Planner

Chartered Financial Planner

We are able to give whole-of-market advice, which means we recommend solutions from any provider, based solely on your needs.

FCA Authorised and Regulated

FCA Authorised and Regulated

FCA Authorised and Regulated

Being authorised by the FCA means that we meet strict client protection and conduct standards.

Based in Bath

FCA Authorised and Regulated

FCA Authorised and Regulated

We work locally in Bath and the South West, and remotely with clients nationwide.

Chartered Accreditation & Professional Memberships

London Institute of Banking & Finance Chartered Associate Badge

Why chose a chartered financial adviser?

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.  

Member of LIBF

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. 

The Benefit of Independent Advice

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.

The Importance of FCA Regulation

As a firm authorised and regulated by the Financial Conduct Authority (FCA), we are held to strict standards designed to protect you as a client. This includes requirements around honesty, transparency, professionalism, and fair treatment.


FCA regulation means we must always act in your best interests, provide clear and suitable advice, and communicate charges and risks openly. It also gives you access to formal protections, such as the Financial Ombudsman Service and Financial Services Compensation Scheme (FSCS), should anything go wrong.


Our FCA registration number is 963900.

Based in Bath

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.

Oliver Financial Planning

98 Bay Tree Road, Bath BA1 6NF, UK



  • Home
  • About Us
  • Our Services
  • Advice Process
  • Contact

Oliver Financial Planning

98 Bay Tree Rd, Bath BA1 6NF, UK

01225 336 486


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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