0330 038 8940
Based in Oswestry
View locationChecks 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: 09 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: 09 May 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
Oliver has not yet added their qualifications to their profile
Qualifications not yet added
Oliver has not yet added their qualifications to their profile
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: 09 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: 09 May 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
Oliver has not yet added their qualifications to their profile
Qualifications not yet added
Oliver has not yet added their qualifications to their profile
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 joined Perspective in September 2022 as a paraplanner and qualified as a financial planner in 2024. Oliver’s role centers around helping his clients meet their financial objectives. He enjoys meeting his clients and becoming a part of their financial journey. Oliver is now working towards achieving his Chartered status. Outside of work, Oliver enjoys spending time with his daughters and keeping fit.
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
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.