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Life is not a rehearsal.

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Expert financial planning helping you to turn wealth into experiences.

What our clients say

John
 
"Jonathan has advised us for many years. He is the epitome of client centric thinking - nothing feels off-the-shelf and his genuine empathy is very evident."

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Based in East Lothian.
Country-wide advice.

We help people all over Scotland and the United Kingdom to build financial plans and get to grips with their financial future.

Get in touch

Use our contact form below to leave us a message, and one of our team will get back to you shortly.

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Privacy Notice

The value of your investments can go down as well as up, so you could get back less than you invested.

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​ The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

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​The Financial Conduct Authority does not regulate tax planning or cashflow modelling.

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The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

 

Oliver Asset Management Ltd is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 760922. Copyright © 2025 Oliver Asset Management Ltd.

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Oliver Asset Management Ltd. Registered office address: Stuart House Eskmills Park, Station Road, Musselburgh, Midlothian, EH21 7PB. Registered in Scotland. Number: SC480675.

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