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Your financial future in focus

Who we are

Thomas Oliver UK LLP is a specialist Wealth Management company based in Hertfordshire and London, and is part of the Kings Group of Companies. Established in 2009, our team of experienced financial advisers have a collective experience of over 100 years in the Financial Services Industry.

Our Services

We provide a comprehensive range of financial planning and wealth management solutions, covering every stage of your life journey. This includes:

Retirement Planning

  • Creating a tailored plan to achieve your financial goals in retirement.
  • Providing guidance on maximizing your pension contributions.
  • Reviewing your existing arrangements and ensuring they are appropriate for your needs.

Investment Planning

  • Developing a diversified portfolio that aligns with your individual goals and risk tolerance.
  • Regularly reviewing and adjusting your portfolio to ensure it remains aligned with your needs.
  • Providing guidance on saving and investing for your future.

Estate Planning

  • Creating a comprehensive estate plan that ensures your wishes are respected after you pass away.
  • Working with you to establish a valid will, power of attorney, and other relevant documents.
  • Providing guidance on inheritance tax planning to minimize your liability.

Additional Services

  • Mortgage advice and brokering
  • Protection and insurance planning
  • Inheritance Tax Planning
  • Savings and Investment Management
  • Trust and Will writing

Our Approach

At Thomas Oliver, we believe in building long-term relationships with our clients. We take the time to understand your individual needs and goals, before developing a personalized plan that meets your specific circumstances. We work collaboratively with you, reviewing and adjusting your plan regularly to ensure it remains relevant and effective.

Our Values

Our values underpin everything we do:

  • Client Focus: We are committed to providing our clients with personalized attention and exceptional service.
  • Integrity: We operate with honesty and transparency, treating our clients with respect and fairness.
  • Expertise: We stay updated with the latest financial planning regulations and industry trends.
  • Sustainability: We are passionate about helping our clients achieve financial security and peace of mind for the future.
Reviews (76)
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Positive: The reviewers praised the exceptional service, expertise, and professionalism of the mortgage advisors.

Exceptional Service and Expertise

The reviewers consistently praised the exceptional service and expertise provided by the mortgage advisors, specifically highlighting their professionalism, efficiency, and thoroughness.

Key Strengths

  • Quick response to queries and efficient communication
  • Professionalism, reliability, and helpfulness of the advisors
  • Ability to explain complex processes smoothly and provide guidance throughout
  • Patience and understanding in dealing with clients' concerns and issues
  • Expert knowledge of lenders and the mortgage market

Mortgage Advisors' Strengths

  • Gulay Dugunyurdu: approachable, efficient, and thorough
  • Romany Yousab: helpful, patient, and caring
  • Marian Isciuc: helpful, attentive, professional, and reliable
  • Sergiu Moldovan: knowledgeable, friendly, and super responsive
  • Vishal: informative, thorough, and genuinely caring
  • Tom: expert knowledge of lenders, helpful, and engaged