Meet our advisers

Nick Oliver

Nick Oliver

Nick Oliver DipFA, Cert CII

Independent Financial Adviser

About me

I am a customer focused Independent Financial Adviser and have continued to study over the years to become diploma qualified for financial advice via The London Institute of Banking and finance or (IFS) and continued study in specialist areas through the Chartered Insurance Institute (CII).

With over 25 years’ experience within the financial services sector, I am passionate about helping my clients and their families realise their financial goals in relation to investments, pre- and post- retirement planning, legacy planning along with business and personal protection services in a clear and understandable manner. My emphasis is on maintaining a long-term relationship with my clients and to provide you with a trusted source of advice as your circumstances and financial needs change over the years.

Location

East & West Midlands