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James Oliver DipFA, certs (MP & ER)

Independent Financial Adviser



James has been working in Financial Services since 2002, originally starting out as a mortgage broker for an independent mortgage broker, then later a broker and Area Manager within the Dorset area for a leading Estate Agent.


After this James worked as a Financial Adviser for Halifax Bank within the Somerset and Bath Area.


James is highly motivated and has a passion for challenging sports and has finished 2 Ironman triathlons and also enjoys playing golf.


Following professional qualifications held: 


AF5 - Financial Planning Process

AF4 - Investment Planning

AF3 - Pension planning


FPC 1 - Financial Planning Certificate

CeFA 2, 3, 4 - Certificate in Financial Advice

CeMAP 2, 3 - Certificate in Mortgage Advice and Practice

R04 - Pensions and Retirement Planning

J10, Discretionary investment management

J12, Securities advice and dealing

ER1 - Equity Release


Dip FA - Diploma in Financial Advice

RO8 - Pension update

AF7 Pension Transfers

R01  Financial Services Regulations and Ethics

R06 Financial Planning Practice

R05 Financial Protection