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Oliver Gibbs

Chartered Financial Planner APFS, Certs CII (MP & ER) in Newcastle Upon Tyne

A little bit about Oliver

I pride myself on giving clear, straight-talking advice that does away with jargon and gives clients exactly what they need to know to reach their goals.

I am based in the Northeast of England but regularly travel between York and Edinburgh helping clients.

Find out more about me below.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Advanced Diploma in Financial Planning

  • The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.

Certificate in Mortgage Advice and Equity Release

  • The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.

Chartered Financial Planner

  • 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 5 years of industry experience is also required before the status can be awarded.

Location

Oliver Gibbs's location

  • Newcastle upon Tyne
    Tyne and Wear
    NE3
    United Kingdom
Oliver Gibbs's location

Oliver is located in Newcastle upon Tyne and offers expert financial advice to suit your needs.

Oliver Gibbs's location

More about me

I've been in the financial services industry since my early 20s and am proud to have helped with thousands of financial plans.

Whether it's saving for your first home, investing for the future or preparing for retirement I can take you through the things you need to think about and make sure that your finances are supporting you to achieve your goals.

People who work with me tell me the thing they appreciate the most is the peace of mind knowing that their plans are on track and they have someone keeping an eye out for anything that could change that.

When I'm not working with clients, you can most often find me in the local markets looking for ingredients, or in my kitchen cooking them up for my partner and our new daughter.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.