Oliver Canning
Independent Financial Adviser
Oliver is an Independent Financial Adviser with a unique focus on guiding clients through significant life transitions such as retirement, career changes, divorce, inheritance or managing newfound wealth. Additionally, Oliver specialises in providing tailored mortgage solutions for those who are self-employed.
With an extensive background covering all areas of financial planning, clients receive guidance that isn’t merely a cookie-cutter solution but rather a finely honed strategy built to their precise needs.
Outside of the office, you can find him walking his dog, Bilbo.
Investments and Savings
Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.
Pensions
Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.
Retirement income (annuities, drawdown)
Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.
Pension Transfers - Non Specialist
Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)
Inheritance Planning
Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.
Insurance and Protection
Get help to understand the best level of life cover, critical illness cover and income protection for you.
Oliver Canning was excellent. He was very informative and made the information easy to understand. His professionalism was excellent to the point that he advised me to stay with the current pensions I had, no pushy selling. This was a breath of fresh air and showed that he has our best interests at heart. Definitely recommend Oliver. Looking forward to our next catch up next year on status and next steps
I came to Humboldt via Unbiased and was introduced to Oliver to look into my retirement planning. Oliver clearly explained my options and was not pushy in anyway. I am not used to using a Financial Advisor and was concerned about the charges involved but Oliver explained the difference between my current pension funds and how they could be managed moving forward.
I had a fantastic experience working with Oliver from Humboldt Financials. He was extremely professional and never pushy, which made me feel comfortable throughout the entire process. Oliver took the time to thoroughly explain everything and offered personalised financial advice tailored to my specific needs. I highly recommend him for anyone looking for knowledgeable and trustworthy financial guidance!
I was recommended to Humboldt through unbiased, and have found the engagement process to be thorough and well structured. Oliver has explained the process, the fees, and the benefits of consolidating my pensions clearly throughout. I look forward to building up my pension pot proactively, rather than just sitting around waiting for it to grow.
Fast, efficient, professional service from Oliver Canning . I can recommend and will use again.
Reached Humboldt Financial via Unbiased, and while very nervous about discussing personal finances with anyone we do not know; the help and guidance received from Oliver has gone a long way to reassure us. Once our AJBell accounts are created and pensions transferred we should start to see the benefit. So far every step with Oliver has been clearly explained and transparent, with all of our questions promptly answered. We can now look forward to retirement with Humboldts’ guidance.
Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams. I went for a free interview with Pension Wise and they pointed me in the direction of Unbiased. I entered details onto their secure website and they provided several options, one of which was Humboldt Financial. They were not local but the reports looked promising and I made contact with them. My first online meeting with Oliver was in October and less than four months later I have my pension and investment all sorted. It could have happened slightly quicker but I was still cautious and that will be the case for many people just starting their pension journey. All I can say is that I was extremely fortunate to be sent Humboldt's details and in getting the financial advice from Oliver has made the experience insightful and enjoyable. If the rest of Francis' staff are as knowledgeable and supportive as Oliver then he has assembled a first rate team. Thank you.
Excellent experience with transferring my pensions across to Humboldt. The adviser Oliver answered all my questions and concerns promptly, as well as following up with outstanding issues quickly. Nothing was too much effort for Oliver who was alway friendly, approachable.
I came across Humboldt via the Unbiased website and have been thoroughly impressed with them at every step. After an e mail introduction, a friendly telephone call rapidly followed then a remote meeting at my convenience. James and Oliver made sure that they were familiar with the complex details of my unmanaged finances before putting together a detailed plan going forward which covered all my pensions, savings and tax needs. They were completely open about any potential costs involved and applied no pressure at any point. The company has been impressively responsive to even the smallest query and I very much look forward to developing a lasting, long-term relationship with them. Highly recommend.
Started of my year in the mist, April, found Humboldt and their representative Oliver Canning, helping me move my money in the right way after trusting many companies i finally felt settled with Humboldt. Hands down the best company i've worked with felt confident every step of the way with no anxiety whatsoever. Their team's professionalism, expertise, and commitment to client success make them a standout choice in the financial advisory landscape. Thank you, Humboldt Financial.
Oliver and Ryan at Humboldt have been first rate at helping me with pension advice. My workplace pension had stagnated for the past 12 months and after meeting with them they soon had a clear plan for my pension moving forward. I really look forward to seeing how things progress over the next 12 months and really appreciate the advice and continued support that they have provided, thank you!
Very professional advice provided by Oliver and James. Super helpful when it came to an overall financial health check!
Very professional and a great personal touch from Oliver & Dylan.
- Diploma in Regulated Financial Planning
- BA (Hons) Business Management and Economics
Fancy a chat?
- Free 60 minute initial consultation
Contact Oliver through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help
Independent Financial Adviser