Member Spotlight: Olivers Financial Ltd
Where are you based?
We are based in Morpeth!
How many employees do you have?
We are a team of 2!
Give us a brief overview of your business.
At Olivers Financial, we’re redefining what it means to work with a Financial Adviser. We’re a modern financial firm built on the values of honesty, integrity, and always putting our clients first.
We work with individuals, families, and businesses across all walks of life — from professional athletes and entrepreneurs to the everyday working person. No matter your background, income, or ambition, we believe everyone deserves access to clear, trustworthy financial advice.
Although we are based in the North East, we are trusted nationwide — with clients in London, Manchester, Edinburgh and across the UK.
Tell us about a recent business success.
Olivers Financial Ltd, a newly launched financial planning firm founded by Connor Oliver DipPFS, has reported strong early growth and positive client momentum within its first six months of trading.
Established in 2025, Olivers Financial Ltd was created to deliver clear, personalised financial advice with a focus on long-term goals rather than short-term solutions. In its opening six months, the firm has seen a consistent flow of new client enquiries, increasing levels of referrals, and growing engagement.
Founder Connor Oliver, who transitioned into financial services following a career in professional football over five years ago, credits the early success to a people-first approach and straightforward communication.
“The first six months have been incredibly encouraging,” said Connor. “Clients want clarity, honesty, and a plan that fits their lives. Seeing that approach resonate so early on has been a real positive.”
While operating nationwide, Olivers Financial Ltd has retained strong roots in the North East, building relationships with individuals, families, and business owners seeking long-term financial confidence. Client feedback to date has highlighted the firm’s personalised service, transparency, and goal-based planning philosophy.
The business has also gained early traction on professional and social platforms, with strong engagement following its launch and ongoing updates reflecting growing awareness of the brand within the financial services community.
Looking ahead, Olivers Financial Ltd plans to build on this early momentum by deepening client relationships, enhancing the client experience, and continuing its measured, sustainable growth.
How has being a Chamber member impacted your growth and networking opportunities?
Being part of the Chamber network has given us more exposure to businesses we would otherwise come across day to day and given us the opportunity to grow our brand in places we may not have had the exposure to.
Where can we find you?
Check out our website here: www.oliversfinancial.co.uk or check out our social channels below:
