At work
Oliver helps clients plan their financial future with confidence.
He provides bespoke financial solutions to meet his clientsβ needs, whether that be reviewing existing provisions, drawing benefits or investing tax efficiently.
Oliver assists individuals as well as company directors and businesses.
At work
Oliver helps clients plan their financial future with confidence.
He provides bespoke financial solutions to meet his clientsβ needs, whether that be reviewing existing provisions, drawing benefits or investing tax efficiently.
Oliver assists individuals as well as company directors and businesses.
At home
Oliver lives with his wife and two young boys on a farm in the beautiful Sussex countryside.
When not playing with the boys or coaxing the garden into producing some veg, he enjoys cooking (eating!), mountain biking, surfing, snowboarding and golf.
Meet the team
Our multi-award winning team of advisers and support staff spans the entire south coast of England. With the highest quality of knowledge and a commitment to excellent service, youβre in safe hands.
View allKevin Forbes
Partner & Chartered Financial Planner
Giles Wellington
Partner & Chartered Financial Planner
Jeff Fawcett
Partner & Chartered Financial Planner
Allan Cruse
Partner & Chartered Financial Planner
Nathan Harris
Partner & Chartered Financial Planner
Chris Bibb
Chartered Financial Planner
Dean Robertson
Chartered Financial Planner
Trevor Garson
Chartered Financial Planner
Russell Tonks
Chartered Financial Planner
Abi Stidworthy
Chartered Financial Planner
Jon Hickson
Chartered Financial Planner
Kerry Saunders
Chartered Financial Planner and Paraplanner
Rob Silk
Chartered Financial Planner
Natasha OβNeill
Chartered Financial Planner
Paul Roberts
Chartered Financial Planner
Jordan Cruse
Chartered Financial Planner and Paraplanner
Dave Stone
Chartered Insurance Practitioner
James Oliver
Independent Financial Adviser
Martin Waistell
Independent Financial Adviser
Vanessa Taylor
Independent Financial Adviser
Peter Richinson
Independent Financial Adviser
Jack Fawcett
Independent Financial Adviser
Daniel Parkin
Independent Financial Adviser
Jeff Steninger
Independent Financial Adviser
Katie Brown
Senior Paraplanner & Chartered Financial Planner
Carly Thompson
Practice & Customer Relations Manager
Paul Rogers
Paraplanner
Holly OβDonnell
Independent Mortgage & Protection Adviser
Lucinda Warren
Independent Mortgage & Protection Adviser
Sue Hanney
Team Administrator
Graeme Douglas
Office Administrator
Sue Pattinson
Team Administrator
Rachael Martin
Chartered Financial Planner and Head Paraplanner
Jo Robertson
Office Manager
Annie Aston
Accounts and Compliance Manager
Lindsay Walinck
Personal Assistant
Lindsay Arnold
Office & HR Administrator
Lauren Anderson
Financial Administrator
Holly Hickson
Paraplanner
Natasha Speed
Paraplanner
Emma Turner
Operations Support Manager
Dean Rush
Head of Risk & Operations
Bryn Pilcher
Independent Financial Adviser
Dan Lock
Chartered Financial Planner
Harry Shivas
Independent Financial Adviser
Julia Wozna
Researcher
Justine Geldard
Marketing and Communications
Oliver's qualifications
AF2 β Business financial planning
AF3 β Pension planning
AF4 β Investment planning
AF5 β Financial planning process
CF6 β Mortgage advice
CF8 β Long term care insurance
CF9 β Pensions simplification
ER1 β Equity release
FP1 β Financial services and their regulation
FP2 β Protection, savings and investment
FP3 β Identifying and satisfying client needs
J04 β Pension funding options
J05 β Pension income options
J06 β Investment principles, markets and envir
R01 β Financial services, regulation and ethics
R03 β Personal taxation
Oliver is Chartered
What does βChartered Financial Plannerβ mean?
Holding the status of Chartered Financial Planner is the ultimate symbol of professionalism and the 'gold standard' of the industry. It demonstrates:
- The highest levels of technical knowledge through professional qualifications
- A commitment to the ongoing development of our skills and knowledge
- An adherence to ethical conduct
