0330 038 8941
Based in Exeter
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FCA status: Certified by Firm
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Last checked: 05 April 2025
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Recent Client Reviews
Oliver has not received any client reviews in the past 12 months
Oliver has not received any reviews in the last 12 months
Oliver has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Oliver has not yet added their qualifications to their profile
Qualifications not yet added
Oliver has not yet added their qualifications to their profile
Transparent Fees
Oliver has not yet added their fees to their profile
Fees not yet added
Oliver has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Last checked: 05 April 2025
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
Recent Client Reviews
Oliver has not received any client reviews in the past 12 months
Oliver has not received any reviews in the last 12 months
Oliver has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Oliver has not yet added their qualifications to their profile
Qualifications not yet added
Oliver has not yet added their qualifications to their profile
Transparent Fees
Oliver has not yet added their fees to their profile
Fees not yet added
Oliver has not yet added their fees to their profile
I’m a Financial Planner with the Chartered Insurance Institute, with four years’ experience in the industry. I’ve worked with a wide range of private clients and am a technical expert in advice relating to protection, investments, pensions and pension transfers. I’m here to help clients address their finances and I enjoy setting them up to best achieve their goals.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Oliver's clients
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