Connor Oliver

Connor Oliver

Emerald Financial Associates Ltd

Minimum savings/pensions: Any amount

0330 038 8940
Based in Morpeth
View location

Top Rated 2025
Verified since: January, 2023

5 out of 5

29 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 March 2025

    Connor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Connor has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Connor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

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    Connor has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 19 March 2025

    Connor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 16

    Recent Client Reviews

    Verified reviews: 100%

    Connor has received 16 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 03 April 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Connor has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Connor has not yet added their fees to their profile

I am a Financial Adviser at Emerald Associates Ltd based in Morpeth and I am a member of the Chartered Institute of Insurance, achieving my Level 4 Diploma in Regulated Financial Planning. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. After a successful career as a professional footballer spanning over 10 years, I embarked on my new career in financial services. Through personal experience I understand the importance of decision making which is why I am committed to building life-long and high trust relationships to help individuals, families and businesses achieve their ultimate financial goals. I profit from a wealth of experience at the top level of sport which is built on a foundation of professionalism, honesty and integrity which I bring into my role as a Financial Planner. Understanding not every situation is the same I believe in providing a face-to-face, tailored and holistic approach to help my clients attain the financial position they want and not the one they must have. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 10/02/2023

£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).

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