Business Details
17 Years
experience
Expert Financial Advisers in London
Thomas Oliver was established in 2009 to provide wealth management services, building on the legacy of the Kings Group estate agency business operating since 1991. Our ethos centres on guiding clients through life's financial journey, from first mortgages to retirement planning. With a team of highly qualified advisers holding collective industry experience exceeding 100 years, we offer tailored solutions in retirement planning, investment management, estate planning, and tax-efficient strategies.As an appointed representative of The Openwork Partnership, we combine regulatory compliance with personalised service, delivering both Openwork-regulated and proprietary non-regulated services. Our advisers maintain rigorous professional standards through continuous development programmes and DBS certification, serving clients across London, Hertfordshire, Essex, and nationally through our network of offices.
Services
Retirement Planning
Investment Planning
Estate Planning
Inheritance Tax Planning
Mortgages
Details
- Year established: 2009
Highlights and features
- We offer 100+ years collective experience in financial services
- Our advisers maintain DBS certification and continuous professional development
- We provide home visits for personalised financial planning
- We combine Openwork-regulated services with proprietary financial solutions
- Our team includes Chartered Tax Advisers and Certified Financial Planners
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Excellent communication
Knowledgeable professionals
Personalised approach
Stress-free process
Prompt responses
Services
Retirement Planning
Our retirement planning service creates tailored financial strategies to support your post-work lifestyle aspirations. We analyse your current assets, desired legacy, and tax position to develop sustainable income solutions. Advisers visit clients at home to discuss options including lifetime ISAs, pension flexibilities, and tax-efficient withdrawals.
Investment Planning
We offer comprehensive investment planning covering asset-backed investments, ISAs, and trust structures. Our certified financial planners assess risk profiles to recommend suitable portfolios, including commercial bonds and unit trusts. Regular market analysis ensures optimal investment performance tracking.
Estate Planning
Our estate planning specialists help preserve wealth across generations using discretionary trusts and tax-efficient structures. Services include will writing (non-regulated), inheritance tax mitigation, and asset distribution strategies. Advisers hold specialist qualifications in trust management.
Inheritance Tax Planning
Chartered tax advisers develop legal strategies to minimise inheritance tax liabilities. Services cover lifetime gifts, trust formations, and business property relief options. We coordinate with accountants to ensure compliance with HMRC regulations and changing legislation.
Mortgage Advice
We provide whole-of-market mortgage advice including residential, buy-to-let, and specialist schemes. Advisers help first-time buyers and remortgagers access competitive rates. Services extend to mortgage protection and income verification for self-employed applicants.
People
Marian Isciuc
Mortgage Adviser
Marian provides mortgage advice with exceptional communication skills, offering prompt responses and clear explanations throughout the home buying process.
Sergiu Moldovan
Financial Adviser
Sergiu delivers dedicated mortgage and protection advice, demonstrating extensive knowledge and problem-solving capabilities during property transactions.
Romany
Investment Planner
Romany specialises in investment planning, offering approachable expertise and effective communication to achieve optimal financial returns.
John Pringle
Tax Specialist
John provides expert inheritance tax planning advice with professional efficiency and meticulous attention to detail.
Katherine Mumford
Retirement Planner
Katherine offers comprehensive retirement planning services, combining technical expertise with client-focused communication and support.
Questions
What financial services does Thomas Oliver offer?
We provide retirement planning, investment management, estate planning, inheritance tax strategies, mortgage advice, and protection policies.
Are your financial advisers qualified?
Our team includes Chartered Tax Advisers, Certified Financial Planners, and DBS-certified professionals with 100+ years collective experience.
Do you offer home visits for financial planning?
Yes, our advisers provide home visits across London, Hertfordshire, and Essex for personalised financial consultations.
Are will writing services regulated?
Will writing is not regulated by the FCA - we offer this service independently while maintaining professional standards.
What mortgage types do you handle?
We advise on residential, buy-to-let, first-time buyer, remortgage, and specialist mortgages including CIS and HMO schemes.
