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.
We provide additional support for clients who may face challenges affecting their financial decision-making. This includes those with health conditions, disabilities, a bereavement, or other circumstances. We offer accessible communication and flexible meeting arrangements (including home visits). We also encourage the inclusion of a trusted family member or friend should you wish to have support during meetings.
If you need additional support, please let us know. For more details, refer to our Vulnerable Customers Policy on our website or contact us directly.
OFP Vulnerable Customer Policy - v4 (pdf)
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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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