Oliver Tolman

WORK HISTORY

EDUCATION

ABOUT OLIVER TOLMAN

At Cooper Associates Wealth Management Ltd we provide advice on investment, retirement and inheritance tax planning, with experience built up within a large and diverse client bank. We are truly focused on providing bespoke face-to-face financial advice which is underpinned by an excellent level of service. We specialise in delivering expert financial advice to people who wish to achieve or maintain financial security. Whatever the solution required, we respond with reliable and personal advice to suit the individual requirements of each client.Importantly, we do not impose \'client criteria\' conditions, such as a minimum level of wealth, minimum level of assets or minimum level of income. Whether you’re starting out on your financial journey, or whether you’ve already accumulated significant wealth, we would be delighted to help. Our approach is to treat every client as our only client, with the excellent service levels we offer being exactly the same for all individuals.For more information please visit our website at [cooperassociateswm.com]The value of your investment can go down as well as up. You could get back less than you invested.Cooper Associates Wealth Management Ltd is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) SJP Approved 08/12/2025