Carly Oliver

Carly Oliver

BlackFin Independent Wealth LLP

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8942
Based in Basingstoke
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Top Rated 2026
Verified since: February, 2025
5 out of 5

110 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 27 February 2026

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

  • 40

    Recent Client Reviews

    Verified reviews: 100%

    Carly has received 40 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 February 2026

    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.

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    Qualifications not yet added

    Carly has not yet added their qualifications to their profile

  • Transparent Fees

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    Carly has not yet added their fees to their profile

I believe that achieving financial success goes beyond numbers - it’s about aligning your finances with your values, goals, and dreams. I help people and business owners make sense of their finances and feel confident about the future. My advice covers retirement planning, investments, protection, long-term care and mortgages, but the starting point is always you, your goals, and what really matters in your life. I like to keep things clear and practical, without the jargon, so you can make decisions with confidence. I value the relationships I have with my clients, to provide them with a source of trusted advice as their financial needs evolve. Together we will not only build a solid financial foundation but also create a life that feels truly aligned with your values and aspirations.