Chartered Financial Planner APFS, Certs CII (MP & ER) in Newcastle Upon Tyne
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.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
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.
Approver Quilter Financial Services Limited. October 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
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.
Oliver is located in Newcastle upon Tyne and offers expert financial advice to suit your needs.
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.
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 01 August 2022.
