Facebook Instagram
Contact us
OW Financial Planning

Financial Planner In Dorchester, Dorset

OW Financial Planning are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.

Click to book an appointment
Who is OW Financial Planning?

Oliver Wickham

Dip PFS

I have been passionate about helping people realise their financial goals from a young age. I saw an opportunity to follow my dream straight from school when I sought the opportunity to start within a wealth management company. I studied hard, while gaining valuable hands-on experience from colleagues who had decades of experience in financial advice. After a decade or so of my journey, I decided to start my own firm ‘OW Financial Planning’.

I believe that everyone is an individual and so are their circumstances, goals and objectives. I am passionate about doing the best job for all my clients and therefore I tailor my meetings around you.

As an independent Financial Adviser, I truly offer an impartial, independent, whole of market service, focusing on

  • Wealth Management
  • Investments & Savings
  • Pensions & Retirement Planning
  • Inheritance & trust tax planning
I feel privileged to be able to draw on the expertise I have gained during the last decade from my mentors and hands on experience helping clients and pride myself in providing the best customer service. I appreciate these are often big decisions for my clients and I pride myself in providing on-going services. Ensuring that the solutions I recommend are the best and right options available every time and remain suitable for your needs in the ever-changing economic climate.

Investment &
Savings

Our savings & investment advisers help you make confident decisions about your money.

learn more

Pensions &
Retirement

We’re on hand to assist you in ensuring your post-retirement life is financially secure.

learn more

inheritance Tax planning

Our advisers and will be able to prepare you and your family for a time when you are no longer here.

learn more
financial-palning-advice-dorchester-weymouth-dorset.03

develop peace of mind

I listen and get to know your specific circumstance

Unlike some large corporate advice firms, my aim, as a smaller independent adviser is to help all types of clients from small to large. Ensuring everybody has the opportunity to receive good, honest and fair financial advice. I offer a personal and professional service for every client, building strong and lasting adviser/client relationships, enabling me to manage your affairs throughout your life, and hopefully the same for your family and future generations to come.

Our first meeting together can be, face to face at your home or another location, alternatively we can talk over telephone, or video call, whichever you prefer and feel most comfortable with. Equally if you would like a friend or family member to be present, they would be more than welcome.

The first meeting is always free, so why not get in touch and I’d be delighted to explain how I may be able to help you!

Past performance is not a guide to future performance.

The value of investments and any income from them can fall as well as rise. Capital values are at risk and not guaranteed.

Expert Independent Financial Adviser.

Whatever stage of life, it is never too late or too early to speak to an independent financial adviser. Take the hassle out of financial planning. Get in touch to discuss your goals today.

Contact Us Here

Oliver Wickham is a Registered Individual of WIS Contractor Mortgages Ltd.

Contact Information

Quick Links

  • Investment & Savings
  • Pensions & Retirement
  • inheritance tax planning
  • contact

Office hours

Mon – Friday:

9:00 – 17:00

Facebook Instagram

OW Financial Planning is a trading name of WIS Contractor Mortgages Limited who is registered in England and Wales with a company registration number 11496588. The registered and head office address is, 4, Imperial Place, Maxwell Road, Borehamwood, England, WD6 1JN. WIS Contractor Mortgages Limited is authorised and regulated by the Financial Conduct Authority, our reference is 842211. To verify WIS Contractor Mortgages Ltd status please visit the FS Register - 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.

To view the Terms & Conditions and Privacy Policy please refer to the WIS Contractor Mortgages website, using the following:

Terms & Conditions – Privacy Policy

© Copyright 2024 – All Rights Reserved | Website Design By: CROSSWORKS DESIGN