This section explains who we are, how we work, and the values that guide everything we do. It also outlines the additional support we offer beyond core financial advice.
We understand that choosing a financial adviser is an important decision. This section is designed to give you confidence in who we are, the standards we adhere to, and the way we work. Whether you’re looking for long-term planning support or one-off guidance, we’re committed to delivering clear, professional advice that’s always in your best interest.
An introduction to our background, qualifications, and independent, Chartered status - explaining what sets us apart and what clients can expect when working with us.
A summary of the values that underpin our advice—such as independence, integrity, professionalism, and long-term support—and why they matter to you as a client
Information on how we assist trustees and attorneys acting under Power of Attorney, helping them make compliant, informed financial decisions on behalf of others.
We offer a range of practical support services to help make managing your finances easier, clearer, and more efficient, especially during times of change or complexity.
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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