Oliver Wealth Ltd

Oliver Wealth Ltd Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Oliver Wealth Ltd, Financial planner, Stockton House, Southam.

We are a fully independent Financial Advice practice, focussed on helping our clients achieve their financial goals, whether it's earlier retirement, retiring on more income or achieving superior capital growth.

A recent study from Barclays showed that Gen Z (those currently under 30) invest more frequently than any other age grou...
12/07/2026

A recent study from Barclays showed that Gen Z (those currently under 30) invest more frequently than any other age group but, when tested, were the least financially literate.

Your 20s the best time to start investing and to educate yourself about money.

Compounding means that investments made in your 20s will have a long time to grow, assuming they are invested with wisdom and left alone to grow.

Even a small deposit per month in to a tax-efficient investment will enable you to achieve big things with your money, and with likely fewer liabilities you can afford to take on some long term risk.

To get started with where and how to invest, book a meeting: [email protected]

11/07/2026
There is sometimes confusion over what a financial adviser or planner does, and who they are doing it for...Oliver Wealt...
10/07/2026

There is sometimes confusion over what a financial adviser or planner does, and who they are doing it for...

Oliver Wealth Ltd are a holistic advice practitioner, giving advice on many complex and multi-faceted areas of finance. Initial advice is free.

Like a GP for your money - we will listen to your problems and hopes for your money and help put a step-by-step plan in place.

We are not only for those who have already accumulated wealth, but for those who wish to do so.

We are also there to point you in the right direction; if you have complex needs that require a specialist, we can show you where that need is and put you in touch with somebody who can help.

Email [email protected] to book a meeting.



Oliver Wealth Ltd is entered on the Financial Services Register under reference 979804. The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning.

At the heart of Oliver Wealth is an understanding that wealth is about much more than money; the experiences and opportu...
09/07/2026

At the heart of Oliver Wealth is an understanding that wealth is about much more than money; the experiences and opportunities that we have and time spent with our families constitute true wealth.

At our recent shooting event our founder, Nick was proud to be joined by his son, George and not just because George's shooting finesse gave Nick credibility!

Thanks again to for hosting us and to .manbybowdler dler for partnering with us for our shoot day.

With Armed Forces Day having taken place on 27th June, and Reserves Day earlier that week on 24th June, we are proud to ...
07/07/2026

With Armed Forces Day having taken place on 27th June, and Reserves Day earlier that week on 24th June, we are proud to announce that Oliver Wealth Ltd have achieved the Bronze Award Defence Employer Recognition Scheme (ERS).

This highlights our support for those who serve or have served and their families.

Being located close to MOD Kineton we know issues that affect soldiers, veterans and reserves are issues that affect our clients, staff and members of our community, which further motivates us to do all we can for the armed forces community.

Over a quarter of small businesses closing because a key person becomes critically ill or passes away is unacceptable in...
24/05/2026

Over a quarter of small businesses closing because a key person becomes critically ill or passes away is unacceptable in this day and age.

The ripple effect on their family's finances, their employee's finances and the local economy means that one person's ill fortune impacts many more lives if protection is not in place.

Call us to talk to set up a meeting with our protection specialists today: 01926 812229



Oliver Wealth Ltd is entered on the Financial Services Register https://register.fca.org.uk/s/ under reference 979804

Wealth, integrity, simplicity, excellence. That's what we stand for. What? Growing your wealth so that you can live a fu...
21/05/2026

Wealth, integrity, simplicity, excellence.

That's what we stand for.

What? Growing your wealth so that you can live a full and rich life, achieve your goals and ambitions.

How? By putting you and your trust in us at the centre of everything we do. Speaking in plain English, and drawing on our team's wealth of knowledge and expertise.

That's the whole post.



To get in touch with one of our team, email [email protected]


Oliver Wealth Ltd is entered on the Financial Services Register https://register.fca.org.uk/s/ under reference 979804. The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. The Financial Conduct Authority (FCA) does not regulate Will writing, tax and trust advice and certain forms of estate planning.

How would your small business continue if you were critically ill or unable to work? Protecting the business you have wo...
17/05/2026

How would your small business continue if you were critically ill or unable to work?

Protecting the business you have worked so hard to build is vital, yet 97% of businesses eligible for key person cover don't have anything in place.

Oliver Wealth can help you put the correct insurances in place, giving you, your employees and your loved ones peace of mind.

Call us on 01926 812229 to discuss your business protection needs.

Your initial meeting with an adviser is free, so you've nothing to lose.

97% of businesses that could have key person cover do not have it, according to Royal London (September 2025). However, ...
14/05/2026

97% of businesses that could have key person cover do not have it, according to Royal London (September 2025).

However, how many of those businesses would have to stop trading or lose profits if a key person such as a director or shareholder had to stop working due to unforeseen circumstances?

If you are a business owner, it is worth knowing what key person cover is and the impact of not having it.

Scroll through our carousel to learn more.

New merchandise in preparation for our event at Honesberie Clay Ground and Events in June. With thanks to Embello
13/05/2026

New merchandise in preparation for our event at Honesberie Clay Ground and Events in June.

With thanks to Embello

Address

Stockton House
Southam
CV478LB

Opening Hours

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

Telephone

+441926812229

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