A wealth of advice, helping you and your family flourish
Mike Oliver Associates is a multi-award-winning team of Independent Financial Advisers, established in 2001 and regulated by the Financial Conduct Authority (FCA). With a wealth of experience and expertise, we are dedicated to providing tailored financial guidance and solutions to individuals and businesses in the West Sussex area and beyond.
Our Mission
Our mission is to empower our clients to make informed financial decisions and achieve their financial goals. We take a holistic approach to wealth management, considering your individual circumstances, goals, and aspirations. We work alongside you to create a tailored financial plan that aligns with your unique needs and aspirations.
Pensions & Retirement Planning
- Providing guidance on state pensions and private schemes
- Pension reviews and consolidation
- Retirement planning and investment strategies
Mortgage & Property Finance
- Mortgage advice for first-time buyers, remortgages, and commercial properties
- Buy-to-let investments and property financing solutions
Business & Commercial Finance
- Funding options for start-ups and established businesses
- Commercial and development finance solutions
- Equity release for business expansion or investment
Protection & Insurance
- Life insurance and critical illness cover
- Income protection plan to safeguard your income
- Estate planning and will writing services
Savings & Investments
- Bespoke portfolio management across asset classes
- Financial planning and wealth creation strategies
Wealth Management & Financial Planning
- Comprehensive financial review and analysis
- Goal setting and financial planning
- Regular reviews and ongoing support
Our Approach
At Mike Oliver Associates, we believe in open communication, transparency, and personalized advice. We take the time to get to know you, understand your financial goals, and assess your individual needs. We provide tailored solutions and regularly review and update your financial plan to ensure it remains relevant and effective over time.
Experience with Mike Oliver Associates
A reviewer, Lewis Humphries, shared a 5-star rating and a positive experience working with Mike Oliver Associates. According to Humphries, the team at Mike Oliver Associates was "very friendly and genuine".
Testimonials
The reviewer went on to mention that they had recently worked on a photography project for the company, describing the team as "very friendly and genuine" and implying a positive and enjoyable experience.
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