Oliver Moulton
DipPFS
I have been working as a Financial Adviser since 2016, predominantly in North and West Yorkshire looking after Private Clients and Businesses during that time. I am passionate about giving clear and honest financial advice to help clients feel more confident about their financial decisions.
I have lived in Ilkley my whole life and I have built strong personal and professional connections in the area.
Outside of work I am a sports fanatic with golf being the sport I am most interested in and I am a member at Ilkley Golf Club. If I am not playing golf, I enjoy watching football or walking in The Yorkshire dales with my wife Verity and my dog Reggie.
About
Oliver has worked within Financial Services for the last 12 years, since completing his formal education at Ilkley Grammar School. Initially, this was spent within the Skipton Building Society Group, where he specialised in Estate Planning and Will Writing in the Harrogate and Skipton area. This provided an excellent foundation to follow his chosen career path and to move into providing face to face financial advice, where Oliver previously worked as an Independent Financial Adviser. During this time, he has gained his Diploma in Financial Planning through the Chartered Insurance Institute and continues his commitment to professional development.
Oliver provides both private and corporate clients with professional face to face advice, with the aim of building strong long term relationships with clients and their families. Oliver is a Pension Specialist with the licence to advise on pensions with Safeguarded Benefits.
Wills are not regulated by the Financial Conduct Authority.
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.
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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.
SJP Approved 02/02/2026
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.
