What are the opening hours?

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

Oliver Wealth Ltd

Home
United Kingdom
Southam
Oliver Wealth Ltd

Call Directions Website Contact the business

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.

13/10/2026

Last year's best-performing fund is one of the least reliable guides to next year's.

It's one of the most well-documented patterns in performance data: the fund that tops the tables one year often slips into the bottom half, sometimes the fourth quartile, the next.

Performance-chasing feels intuitive: buy what's working. Chase it, and you're just as likely to buy in right before it falls back down the rankings.

Our house view stays the same regardless of which fund topped the tables last quarter: process over headlines. Holding on when it's uncomfortable is the harder discipline, but it's usually the right one. As Nick puts it: ignore the noise.

Follow for the view behind the headlines.

09/10/2026

Nobody quite likes asking: how does my adviser actually get paid?

Commission, percentage-based fees, fixed fees, product provider payments, each creates a different set of incentives.

None is automatically wrong. But you're entitled to know which one applies to the advice you're getting, and how it might shape it.

We're upfront about ours because we think you should be able to compare.

08/10/2026

The inheritance tax threshold has been frozen since 2009, while asset values around it have kept moving.

The result: more estates are drawn into scope for inheritance tax than at any point since the threshold was set, not because anyone changed the rules on you, but because a number stood still while everything else moved.

It's a quiet shift.

Worth understanding what it means for an estate like yours.

If it's been a while since your estate was reviewed, that's worth a conversation.

07/10/2026

Markets fall. They always have. The investors who come out ahead aren't the ones who called the dip, they're the ones who stayed invested through it.

Reacting to headlines feels productive. Historically, it rarely is. Missing just the ten best trading days over a twenty-year period can materially change an outcome, and nobody rings a bell to tell you which ten days those will be.

Our position hasn't changed: discipline isn't glamorous. It's effective.

Follow for the house view when markets get noisy.

21/09/2026

Oliver Wealth Ltd are pleased to welcome our newest team member, Paddy.

Paddy Potts has started as a client partner, after graduating in July from Durham University.

On joining Oliver Wealth Ltd, Paddy said "I was drawn to the firm's ambition and the genuine opportunity to grow alongside it, and I can't wait to get stuck in and start contributing."

It's an exciting time to be joining the financial services industry, with advancements in AI technology enabling firms to overhaul and streamline processes, alongside an increasing need for person-centred advice and relationship-building.

We wish Paddy all the best in his new role.

20/09/2026

The team at Oliver Wealth Ltd are delighted and proud to announce that one of our newest advisers, Aly Cooper, is the recipient of the 2026 Verve Rising Star of the Year Award.

Oliver Wealth Ltd founder, Nicholas Oliver said:

"Since joining Oliver Wealth from a non-financial background, Aly has demonstrated exceptional commitment, personal growth, and a genuine passion for delivering excellent client outcomes.

Transitioning from a non-financial background into a regulated advice environment is a significant challenge. Aly has met this head-on, developing both technical knowledge and confidence at an impressive pace.

Aly has made an outstanding contribution in a relatively short period of time and represents the very best of emerging talent within the profession"

We know that as we grow, our people are our biggest asset and to receive industry recognition is evidence that we are investing in the right talent to achieve the best client outcomes.

04/08/2026

Planning to retire soon?

The transition to retirement for most people can be unsettling. It is a big life change with lots to think about and plan for.

In your 60s as you start to draw pension benefits, we may utilise cash-flow modelling to show you different scenarios.

We may be looking to build a bridge, increasing pension income prior to drawing state pension, but easing off once that state pension income comes in so as to avoid paying too much tax.

We may also start talking about estate planning, where there is an existing inheritance tax liability, and your desires for utilising tax-efficient vehicles to minimise your estate's liability.

You will need frequent reviews as we work together to implement and monitor your financial plan.

If you'd like us to discuss your retirement income, drop us a call on 01926 812229.

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.

02/08/2026

Clients in their 50s are looking ahead.

This may be the time to pay off the mortgage, consolidate existing pensions for those who haven't already done so and to think about how to maximise your pension pot over the next few years as you head towards retiremenet.

Those who retire early may begin accessing pension benefits, or building a 'bridge' to top their income up until they can draw from existing pensions.

Planning for retirement can be both exciting and daunting. There are lots of different variables and different methods of drawing income in retirement.

To have a conversation about the next 5-10 years and put a retirement plan in place, give us a call 01926 812229.

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.

26/07/2026

Most clients in their 40s come to us to discuss existing pensions and consolidate them in to one fund.

However, investors in their 40s may also have a variety of complex needs or plans...

- They may wish to discuss budgeting for school fees, big celebrations or planning for the sale of a business
- Investing from receipt of a windfall such as from a divorce or inheritance.

Clients in their 40s might also have plans to sell a business and be looking at what they want to change in the next 5-10 years.

Often, investors in their 40s feel as though they should know where to start but don't. That they should have a better handle on their finances but they've been so busy working and raising a family that they're only just getting round to it.

If any of this sounds like you, we can help.

Call us on 01926 812 229 to get started.

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.

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]

Address

Stockton House
Southam
CV478LB

Opening Hours

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

Telephone

+441926812229

Website

https://www.oliverwealth.co.uk/

Alerts

Be the first to know and let us send you an email when Oliver Wealth Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oliver Wealth Ltd: