Oliver Tolman

Oliver Tolman

Cooper Associates Wealth Management Ltd

Minimum savings/pensions: Any amount

0117 295 0022
Based in Bristol
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Verified since: December, 2024

4.9 out of 5

4 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 30 July 2025

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

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Oliver has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 December 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Oliver has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Oliver has not yet added their fees to their profile

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 30 July 2025

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

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Oliver has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 December 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Oliver has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Oliver has not yet added their fees to their profile

Oliver works as a Financial Adviser within the Cooper Associates Wealth Management team. Oliver specialises in retirement, investment and inheritance tax planning. He is passionate about client service, and prides himself on helping his clients reach their financial goals through regular reviews and careful planning. He treats each client’s individual circumstances as unique, and offers holistic advice bespoke to their needs. Oliver has extensive knowledge of the financial services sector, and prior to joining Cooper Associates Oliver worked for an integrated trading platform provider. In his spare time, Oliver can regularly be found on the golf course. He also enjoys playing rugby, and in the winter months can be found on the ski slopes. SJP Approved 16/12/2024 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 xx/xx/xxxx

£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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Adviser Disclaimer

The value of a pension 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.