OUR CURATED approach
We treat your money with care, conviction and complete transparency. We do not spread ourselves thin or chase the latest trend. We focus on what fits you, backed by deep research and decades of market experience. Every portfolio is built inhouse, so you get lower costs, faster decisions and strategies that adapt as the market moves.
We believe the relationship matters as much as the results. You will always have direct access to the people making decisions on your behalf. We listen, we explain, and we adjust as your life and the world changes.
Investing is not just our work. It is our craft, our curiosity and our way of helping you achieve more than numbers on a page.
OUR W.I.S.E PHILOSOPHY
At Oliver Wealth Ltd, we follow our W.I.S.E philosophy:
Build wealth with integrity, keep it simple, and strive for excellence in everything we do.
These are the principles that guide how we invest.
Wealth
Build it. Protect it. Make it work.
Integrity
Do what is right, not what is easy.
Simplicity
Keep it clear. Keep it honest.
Excellence
Always aim higher.
Your ADVICE ROADMAP
Let’s talk (Initial Consultation)
A free, no-obligation chat. Our chance to get to know you, your circumstances and what you want your money to achieve.
Getting to know you (Discovery)
We gather the key details - your income, spending, assets, liabilities - and just as importantly, your personal plans and goals. This is where we start to see the bigger picture of your life.
Your plan (Proposal)
With the facts in place, we create a financial plan tailored to you. We walk you through our recommendations, explain why they work, and answer every question until you feel confident.
Making it happen (Implementation)
Once you are happy with the plan, we put it into action. We take care of the steps needed so you can focus on living your life.
Keeping you on track (Review)
Life changes. At least once a year, we sit down with you to review your plan, check your progress and make adjustments so you stay on track.
WHAT OUR CLIENTS SAY...
Nick is proactive and thorough. He checks in regularly and keeps my plans on track. Thanks to his advice, I feel closer to my financial goals.”
Nick is proactive and thorough. He checks in regularly and keeps my plans on track. Thanks to his advice, I feel closer to my financial goals.”
Nick is proactive and thorough. He checks in regularly and keeps my plans on track. Thanks to his advice, I feel closer to my financial goals.”