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Oliver Wealth Ltd

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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.

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

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.

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.

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.

13/05/2026

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

With thanks to Embello

10/05/2026

9% of active fund manager underperform the benchmark.
.. but what is an active fund?

Active funds investments that are bough and sold by a fund manager, based on that individual fund manager's strategy. This makes them higher cost.

Having an active manager means that changes can be made quickly, should the markets take a turn.

Passive funds track a benchmark such as an index fund cover all or part of the market: the FTSE100 or S&P500, for example.

They are lower cost to the investor, because there is nobody actively implementing a strategy and they follow the natural market fluctuations.

Which is right for you depends on your individual financial goals, attitude to risk and capacity for loss.

At Oliver Wealth Ltd, we run our own MPS-equivalent portfolios made up of both active and passive funds.

To learn more about our unique approach to investing, give us a call on 01926 81229.

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.

06/05/2026

Since 2017, the price of an average home has risen 32%, but the residence nil rate band which is applied to homes passed on to direct descendants has stayed at £175,000.

This means that more and more homeowners' estates will be subject to inheritance tax, and they may not even be aware.

It is important to have a will in place so that your wishes are adhered to, but also to consider the tax bill your beneficiaries may have to pay and how it can be mitigated.

This is where tax planning becomes essential.

Contact one of our team to discuss your options: 01926 812229

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.

03/05/2026

According to research from Barnett Waddingham, more than 60% of employees are unaware that any unused savings in their workplace pension will be subject to inheritance tax from April 2027 were they to pass away.

With inheritance tax at 40% and the nil rate band frozen at £325,000 until 2030, more and more people will be subject to inheritance tax, but it seems few people are aware of the rules and how they may be impacted.

The current climate means that tax planning is absolutely essential.

The job of a financial adviser is to discuss your goals with you and help you strategise to achieve them, whether that is tax mitigation, estate planning or preparing for retirement.

To get in touch with one of our team, call 01926 812229

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.

01/05/2026

Oliver Wealth Ltd were proud to sponsor EDGE Creative Ltd’s Spritz in to Spring - a relaxed networking event at The Jam House Birmingham.

Professionals from across the West Midlands met to share an aperol spritz and get to know one another in a relaxed setting.

Thank you to the organisers and the other sponsors Bold-IT and Howden.

30/04/2026

The end of the tax year is an important time to ensure that you have effectively utilised allowances for the year.

Equally, the start of the tax year can be a good time to evaluate your goals and financial plan for the year ahead, to maximise tax efficiency.

This review from a new client shows how important timing and ensuring our client's understanding of their plan is to our advisers at Oliver Wealth Ltd.

✅ Tailored support based on individual needs
✅ Going above and beyond to help
✅ Nothing is too much trouble

If you need some assistance with your financial planning and want a completely independent adviser to discuss your options with, give us a call 01926 812 229 or drop an email to [email protected]

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.

Address

Stockton House
Southam
CV478LB

Opening Hours

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

Website

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

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