Business Details
17 Years
experience
Expert Financial Advisers in London
Thomas Oliver was established in 2009 to provide Wealth Management services, building on the success of the Kings Group estate agency business founded in 1991. Our team of highly trained financial advisers offers expertise in Retirement Planning, Investment Planning, Estate Planning, Inheritance Tax Planning, Mortgages, and Pensions. With over 100 years of collective experience, we prioritise a client-centric approach, guiding individuals through every stage of their financial journey. Our advisers are qualified professionals who undergo continuous development to maintain the highest standards.We operate across London, Hertfordshire, and Essex, offering home visits for personalised service. As an appointed representative of The Openwork Partnership, regulated by the Financial Conduct Authority, we ensure compliance and trustworthiness. Our services include specialist tax advice, trust planning, and mortgage solutions, though certain services like Will writing are offered independently. We pride ourselves on transparency, tailored solutions, and a commitment to simplifying complex financial processes for our clients.
Services
Retirement Planning
Investment Planning
Estate Planning
Inheritance Tax Planning
Mortgages
Pensions
Protection & Insurance
Will Writing
Tax Planning
Trusts
Details
- Year established: 2009
Highlights and features
- We offer over 100 years of collective experience in financial services.
- Our team provides tailored, home-visit consultations for convenience.
- We are regulated by the Financial Conduct Authority (FCA) for trustworthiness.
- Our advisers undergo continuous professional development to maintain high standards.
- We simplify complex financial processes with a client-centric approach.
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Outstanding service
Highly professional
Exceptional services
Simplified information
Dedicated support
Services
Retirement Planning
Retirement Planning helps individuals prepare financially for life after work, considering lifestyle, health, and legacy goals. Our advisers analyse your circumstances to create tailored strategies, ensuring tax efficiency and sustainable income. With expertise in pension flexibility, we guide clients through options like defined income or market-linked investments, aligning with their aspirations.
Investment Planning
Investment Planning involves analysing your risk profile and ambitions to recommend suitable investment options. We provide market insights and access to diverse products like ISAs, unit trusts, and bonds. Our advisers ensure your portfolio aligns with long-term goals, offering ongoing support to adapt to changing financial landscapes and maximise returns.
Estate Planning
Estate Planning ensures your assets are distributed according to your wishes while minimising tax liabilities. We offer solutions like trusts and wills, tailored to your financial status. Our advisers visit clients at home to discuss options, focusing on tax efficiency and preserving wealth for future generations.
Mortgages
Our mortgage services cater to first-time buyers, remortgagers, and buy-to-let investors. We provide access to a wide range of lenders and products, including residential, bad credit, and CIS mortgages. Advisers offer face-to-face or remote consultations, ensuring informed decisions and streamlined application processes.
Inheritance Tax Planning
Inheritance Tax Planning focuses on legally minimising tax liabilities on your estate. We review your financial status to recommend strategies like trusts or charitable giving. Our advisers ensure compliance with HMRC regulations, providing clarity on tax obligations and preserving wealth for beneficiaries.
People
Marian Isciuc
Financial Adviser
Marian Isciuc is a knowledgeable and responsive mortgage adviser with six years of experience, praised for his professionalism and dedication. He specialises in guiding clients through mortgage applications with clarity and support.
Sergiu Moldovan
Mortgage Adviser
Sergiu Moldovan is a dedicated mortgage broker known for his expertise and problem-solving skills. He provides comprehensive support from application to completion, ensuring a smooth home-buying experience for clients.
Katherine Mumford
Financial Planner
Katherine Mumford is an excellent financial planner with a focus on retirement and investment strategies. Clients commend her for her thoroughness and ability to simplify complex financial processes.
John Pringle
Tax Adviser
John Pringle is a knowledgeable tax adviser specialising in inheritance tax planning. He offers clear, efficient solutions tailored to clients' financial situations, ensuring compliance and tax efficiency.
Romany
Investment Adviser
Romany is an approachable investment adviser with expertise in securing optimal returns for clients. He provides personalised advice and maintains strong communication throughout the investment process.
Questions
What services does Thomas Oliver offer?
Thomas Oliver provides Retirement Planning, Investment Planning, Estate Planning, Inheritance Tax Planning, Mortgages, Pensions, and Protection & Insurance services.
Are Thomas Oliver's advisers regulated?
Yes, Thomas Oliver is an appointed representative of The Openwork Partnership, regulated by the Financial Conduct Authority (FCA).
Do they offer home visits for consultations?
Yes, advisers offer home or office visits for personalised consultations across London, Hertfordshire, and Essex.
Are their services available UK-wide?
While based in Hertfordshire and London, Thomas Oliver provides services UK-wide through their network of advisers.
