About us

Mike Oliver Associates is a close-knit team of people dedicated to delivering a first-class service. We look after your financial affairs, leaving you free to enjoy life to the full.

Mike Oliver Associates is an award winning team of independent Financial Advisors with 20 years of experience in supporting the local community. We pride ourselves on providing you peace of mind in the development of strategies intended to fulfill your individual financial goals.

We always put you and your needs first, making sure we offer you the realistic solution to your financial requirements. So whether you require advice on Mortgages, pensions, savings and investments or a more bespoke, tailored wealth management solution, we can support you in your financial journey.

 

Our Core Values

To Educate, Empower & Elevate
It’s no surprise that many people find Financial advice a daunting prospect with the various different products and services available to everyone. Our mission is to help you navigate the market in a completely safe, and comfortable environment. We want to help educate and empower you on your Financial journey and help you understand exactly what products and services suit your particular needs.
To Communicate clearly
We know how frustrating it can be when you feel like you are not in the loop, and not getting the answers to your questions.. It is our mission to make sure you always feel like part of the process regardless of what stage we are at and no small details fall between the cracks. It is important you are in the picture from start to finish, 100% of the way.
To Act Responsibly
As an advisor in one of the most important aspects of an individual’s life, it is important we act with responsibility. Responsibility to us is the act of leaving things better than we found them. So whether that is by answering questions, or helping clear the fog that can surround aspects of Financial advice we want to make sure we only ever leave you in a better place than when we started. We will always act with accountability, integrity and responsibility.

Meet the Team

Mike Oliver, Principal

Mike Oliver has more than 25 years’ industry experience and is an accredited later life adviser specialising in Lifetime Advice.  A member of the Equity Release Council and Equity Release Club, he has become a trusted name within the financial industry and is passionate about delivering a first-class service to clients. 

Community is also close to Mike’s heart and at the very core of his business ethics.  He has a long history of supporting local charity initiatives and sporting events. Mike is also a member of the Hayward’s Heath Business Association, Burgess Hill Business Parks Association, Gatwick Diamond Business Association and the Dementia Action Alliance.

Stephanie Carter, PA to Mike Oliver

Stephanie is a longstanding member of the team, who is friendly and approachable. As a Personal Assistant she provides day-to-day support to the advisers and clients, with the progress and administration of their mortgage, insurance, pension and investment applications.

 

Stephanie ensures a high standard of service is always provided and received. She is also responsible for the general running of the office and compliance procedures.  Stephanie also has full mortgage qualifications.

Thomas Pink, Head of Wealth Management

Tom heads up the Wealth Management Department at MOA. He is an expert when it comes to Investment Funds and spends most of his working hours speaking to our clients about their Pensions and Investments Portfolios and carrying out any agreed actions to help their wealth grow in value.

Tom has a strong desire to learn, develop and demonstrate competence in his chosen area of Financial Services Advice. As such he will be taking higher level exams over the next few years so that we can continue to deliver high standards of customer care in an ever changing environment.

Careers

Mike Oliver Associates is a close-knit team of financial advisers and administrators who are dedicated to delivering a first-class, personal service to our clients.

We love to hear from talented, skilled and motivated individuals, and welcome you to send us your CV and covering letter to: advice@moaifa.co.uk

Get in touch

Spencer House
Mill Green Business Park
Haywards Heath, West Sussex RH16 1XQ
Tel: 01444 449222
Email: advice@moaifa.co.uk

 

Privacy Policy
Regulation
  • Mike Oliver Associates is authorised and regulated by the Financial Conduct Authority
  • The Financial Conduct Authority does not regulate taxation advice and trust advice, will writing  or some aspects of buy to let mortgages
  • We are entered on the Financial Services Register No 646955 at  https://register.fca.org.uk/
  • The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK
  • As the FCA want to raise consumers’ awareness of the information that is available to them we suggest that you provide a link from your website to the FCA’s consumer website “The Money Advice Service”:
  • http://www.moneyadviceservice.org.uk/
  • If you have a complaint or dispute with us, you are entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint, please contact us either in writing, by telephone or email.Please be assured we treat complaints seriously. For your protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service ('FOS').  Please see the following link for further details: http://financial-ombudsman.org.uk/
Terms & Conditions

The guidance and/or advice contained within the Mike Oliver Associates website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Ombudsman Service is able to assist you if you have a complaint or dispute with us which we are unable to resolve to your satisfaction. Please see the following link for further details:  http://financial-ombudsman.org.uk/

The Financial Conduct Authority does not regulate taxation & trust advice, will writing, some aspects of commercial mortgages, buy to let mortgages, finance and secured loans. We are entered on the Financial Services Register No 646955 at www.fca.org.uk/register/ and further information can be found on the FCA’s consumer website ‘The Money Advice Service’

We are members of the National Association of Commercial Finance Brokers (NACFB)

The Financial Conduct Authority FCA 11 Principles of Business fashion the code of conduct for our industry. If we advise you on your assets, we assume a joint responsibility with you to safeguard them in any eventuality. Under Principle 10, as Financial Advisers, we are morally and legally obliged to protect the assets of our clients.

As Financial Advisers, we maintain the highest standards of ethics.  To that end, we have devoted our time and efforts to producing a charging structure that is fair across all our business areas. We are pleased to support FCA Principle 6, ‘Treating Customers Fairly’. Your home or property may be repossessed if you do not keep up repayments on your mortgage. For mortgages we charge a fee of at least £600.  We will also be paid a procuration fee from the mortgage provider if one is available.