If you’d like to speak to us, ask a question, or arrange an initial meeting, this section provides everything you need. You’ll find our full contact details, an online enquiry form, and information on how we handle your data and respond to concerns.
We take your privacy seriously. We handle your personal data with the utmost care, ensuring it is securely stored and used only for the purposes of providing financial advice and services. Our privacy policy outlines how we collect, use, and protect your information in compliance with data protection regulations. For full details, please refer to our Privacy Policy below.
OFP Privacy Notice v4 (pdf)
DownloadWe are committed to providing a high standard of service. However, if you are unhappy with any aspect of our service, we take complaints seriously and will address them promptly and fairly.
If you wish to make a complaint, please contact us in writing, by phone, or via email. We will acknowledge your complaint within five business days and follow our formal process in line with Financial Conduct Authority (FCA) regulations. If we cannot resolve your complaint to your satisfaction, you may have the right to refer it to the Financial Ombudsman Service (FOS).
For full details on how to raise a complaint and what to expect, please see our Complaints Policy or get in touch with us directly.
OFP Complaints Policy - v3 (pdf)
DownloadOliver 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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