Financial Planner DipPFS in Caterham
My purpose is simple: To help you make informed decisions that support the life that you want. At whatever point you are in your financial journey, I’m here to help you take the next step with confidence. You can expect a high standard of service, with bespoke financial planning carefully shaped around your individual circumstances and ambitions. I feel fortunate to work in a role in which I can make a genuine difference to people’s lives.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Caterham
Surrey
United Kingdom
Oliver is based in Caterham and offers expert financial advice to suit your needs.
Since 2011 I have gained valuable director-level experience across the Financial Services and Public sectors, in which I have enjoyed helping businesses and clients to achieve their strategic objectives. I have a strong service mindset and experience of navigating uncertainty with confidence and robust solutions.
For me, financial planning is about crafting a set of solutions that prove to be an optimal match to your priorities. I take a calm and structured approach and focus on clear steps so that we have a mutual understanding of what step we are taking and why. Together we’ll get your finances in top shape, so that you can rest easy, feeling secure in your future. Naturally, the plan we agree upon will be dynamic, ensuring that it evolves as your circumstances change.
Outside of work I am a sports enthusiast, with a particular passion for golf. I support my golf club by serving as a Non-Executive Director on a voluntary basis and I enjoy the opportunity to play new courses. I value time spent with family and friends and I bring that same sense of loyalty and long-term commitment to the clients I work with.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 07 April 2026.
