0208 166 8476
Based in Carshalton
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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: 30 May 2025
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
2
Recent Client Reviews
Oliver has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Oliver has received 2 client reviews in the past 12 months; 100% of these have been verified
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: 04 March 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.
10
Qualifications Uploaded
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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: 30 May 2025
Oliver is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Oliver's status
2
Recent Client Reviews
Oliver has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Oliver has received 2 client reviews in the past 12 months; 100% of these have been verified
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: 04 March 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.
10
Qualifications Uploaded
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
10 qualification certificates available to view
Oliver has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Oliver has been working in the financial services industry for over 10 years and joined TBA as a Financial Adviser in January 2025. Previously he worked for one of the top Financial Advice firms in the country (ranked #7 by FTAdviser 2022) and the recent arrival of his first daughter saw him looking for fresh challenges that were a bit closer to home. He is well on his way to Chartered status and has extensive experience with pensions and retirement, as well as a wide array of other topics, and is excited to help TBAs clients with their financial planning needs. Outside of work, Oliver spends most of his time with his daughter and thoroughly enjoying being a dad. If he gets a moment, he enjoys films, reading and tabletop games.
£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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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.
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