Business Details
17 Years
experience
Your Trusted Financial Advisers in London & UK-Wide
Established in 2009, Thomas Oliver UK is a specialist wealth management company based in Hertfordshire and London, part of the Kings Group of Companies. Our advisers have a collective experience of over 100 years in the financial services industry, offering expert guidance on retirement planning, wealth management, critical illness cover, life assurance, pensions, bonds, inheritance planning, savings, investments, trusts, will writing, mortgages, general insurance, and income protection. As an appointed representative of The Openwork Partnership, authorised and regulated by the Financial Conduct Authority, we adhere to the highest regulatory standards.Our ethos is to support clients throughout their financial journey, from first mortgages to retirement, with tailored solutions. We prioritise continuous professional development, ensuring our team maintains the highest qualifications and expertise. Client testimonials highlight our professionalism, responsiveness, and ability to simplify complex financial processes, with services available across London, Hertfordshire, Essex, and the wider UK.
Services
Retirement Planning
Investment Planning
Estate Planning
Inheritance Tax Planning
Mortgage Advice
Pension Flexibility
Protection Policies
Will Writing
Tax Planning
Critical Illness Cover
Details
- Year established: 2009
Highlights and features
- We have a collective experience of over 100 years in financial services.
- Our advisers are regulated by the Financial Conduct Authority (FCA).
- Tailored financial solutions to meet individual client needs.
- Flexible home or office visits for client convenience.
- Fully DBS-certified team ensuring your security and trust.
Associations and certifications
- Financial Conduct Authority (FCA)
- Chartered Insurance Institute (CII)
- Chartered Institute of Taxation (CIOT)
What people say
Excellent communication
Professional and reliable
Knowledgeable and approachable
Fantastic service
Highly recommended
Services
Retirement Planning
Our Retirement Planning service helps clients prepare for a secure financial future. We analyse your lifestyle, health, and legacy goals to create tailored plans, considering tax implications and future contributions. With FCA-regulated expertise, we ensure your retirement strategy aligns with your aspirations, offering home visits for personalised consultations.
Investment Planning
Investment Planning focuses on optimising your financial growth through market analysis and risk assessment. We present bespoke options, including ISAs, bonds, and trusts, ensuring alignment with your ambitions. Our advisers visit you at home or office, providing ongoing support to maximise returns while adhering to regulatory standards.
Estate Planning
Estate Planning ensures your assets are distributed according to your wishes while minimising tax liabilities. We specialise in trusts, wills, and tax-efficient strategies, offering home visits to discuss options like discretionary trusts or bare trusts. Our FCA-regulated team provides clarity on complex legal frameworks.
Mortgage Advice
Our Mortgage Advice covers residential, buy-to-let, and first-time buyer options. We access a wide market to secure competitive rates, guiding you through applications and protection policies. Advisers are available face-to-face or remotely, ensuring a smooth process with no hidden fees.
Inheritance Tax Planning
Inheritance Tax Planning minimises liabilities through legal strategies like trusts and charitable giving. We assess your income, investments, and pensions to design compliant solutions. Our Chartered Tax Advisers provide home consultations, ensuring your estate is protected for future generations.
People
Sergiu Moldovan
Mortgage Adviser
Sergiu Moldovan is a dedicated mortgage adviser known for his professionalism and problem-solving skills. Clients praise his clear communication and commitment to guiding them through the home-buying process with confidence and ease.
Marian Isciuc
Financial Adviser
Marian Isciuc is a highly rated financial adviser with expertise in mortgages and protection policies. Clients highlight his responsiveness, knowledge, and ability to simplify complex financial decisions for first-time buyers.
John Pringle
Tax Planner
John Pringle specialises in inheritance tax solutions, offering precise and efficient advice. Clients commend his thoroughness and ability to deliver exceptional service tailored to individual financial circumstances.
Katherine Mumford
Retirement Planner
Katherine Mumford is a skilled retirement planner praised for her expertise and client-focused approach. She helps clients navigate pension flexibility and investment options to achieve long-term financial goals with clarity.
Questions
What financial services does Thomas Oliver UK UK offer?
We specialise in retirement planning, investment strategies, estate solutions, mortgages, pensions, tax planning, and protection policies, tailored to individual client needs.
Are your advisers regulated by the FCA?
Yes, we are an appointed representative of The Openwork Partnership, authorised and regulated by the Financial Conduct Authority (FCA).
Can I meet an adviser at home?
Yes, our advisers offer flexible home or office visits to discuss your financial plans in a comfortable setting.
Do you operate outside London?
We serve clients across Hertfordshire, Essex, and the UK, with a physical presence in multiple regional offices.
How do you ensure tailored financial solutions?
We conduct detailed consultations to understand your lifestyle, goals, and risk profile, creating bespoke strategies that evolve with your needs.
