An Associate Partner Practice of St. James's Place Wealth Management

Oliver Wealth Management

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Nicholas Oliver

I work with both individual and corporate clients, helping them to secure their financial futures and allowing them to focus on making the most of the present. I take a holistic approach to financial planning and aim to build long-term, successful relationships through expert advice and ongoing service.

About

Nicholas Oliver has worked within Financial Services since graduating from the London School of Economics in 2003, working as a trader both in Equity Derivatives and Cash Equity at major Investment Banks (including Morgan Stanley, JP Morgan and HSBC). Having seen the workings of financial institutions from the inside, Nicholas has a wealth of experience and knowledge to offer his clients.

After relocating out to the countryside with his young family, and with a desire to pursue new goals, Nicholas found the perfect fit with St. James's Place Wealth Management - being able to use his deep understanding of financial markets in helping others achieve their own financial goals.

Oliver Wealth Management was born out of a desire to help our clients organise their finances with greater understanding, confidence and success.

Using our extensive knowledge and experience of financial markets and investments, Oliver Wealth Management seeks to build lasting relationships with clients, providing a service and performance that clients would actively recommend.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Nicholas Oliver

Court Farm, Arlescote, Oxon, OX17 1DQ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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Nicholas Oliver
Oliver Wealth Management