Carly Oliver
BlackFin Independent Wealth LLP
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8942
Based in Basingstoke
View locationChecks carried out by VouchedFor
FCA Regulated
Carly and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Carly and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Carly has not received any client reviews in the past 12 months
Carly has not received any reviews in the last 12 months
Carly 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: 05 February 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
Carly has not yet added their qualifications to their profile
Qualifications not yet added
Carly has not yet added their qualifications to their profile
Transparent Fees
Carly has not yet added their fees to their profile
Fees not yet added
Carly has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Carly and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 27 April 2025
Carly and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Carly has not received any client reviews in the past 12 months
Carly has not received any reviews in the last 12 months
Carly 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: 05 February 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
Carly has not yet added their qualifications to their profile
Qualifications not yet added
Carly has not yet added their qualifications to their profile
Transparent Fees
Carly has not yet added their fees to their profile
Fees not yet added
Carly has not yet added their fees to their profile
As a dedicated financial adviser, I believe that achieving financial success goes beyond numbers - it’s about aligning your finances with your values, goals, and dreams. I provide financial advice to individuals and business owners using a well-rounded approach to managing wealth, optimising tax strategies, and safeguarding your future. I provide advice on all areas of Wealth Management - which includes Retirement Planning, Protection, Investment Planning, Long Term Care Planning and Mortgage Advice. I am committed to fostering long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
£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 Carly's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.