Olivia Flanagan

Olivia Flanagan

AFH Wealth Management

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8940
Based in Hull
View location

Verified since: November, 2020

5 out of 5

55 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 12 May 2025

    Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Olivia has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Olivia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Olivia has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Olivia

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Olivia (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 12 May 2025

    Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status

  • 4

    Recent Client Reviews

    Verified reviews: 100%

    Olivia has received 4 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Olivia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Olivia has not yet added their fees to their profile

  • 5

    Positive First Impressions

    80% of users who are not yet clients had a positive first experience with Olivia

    80% of VouchedFor users have had a positive (4 or 5 star) first experience with Olivia (based on 5 first impressions)

After completing a degree at the University of Leeds in 2018, I started my career as a Trainee Independent Financial Adviser. Having qualified in this area, I advanced into a Mortgage & Protection Adviser role, and am now a fully qualified Independent Financial Adviser. I take pride in building long term relationships with my clients to ensure that I can find solutions that help them achieve their personal and financial objectives. I find it extremely rewarding to help my clients achieve these financial goals. Creating a trustworthy and valued client relationship is a core principle to my business. Qualifications RO1 Regulation & Ethics RO2 Investment Principles & Risk RO3 Personal Taxation RO4 Pensions & Retirement Planning RO5 Financial Protection RO6 Financial Planning Practice CF6 Mortgage Advice 2:1 Undergraduate Degree from the University of Leeds in English Language and Linguistics (Ba Hons)

Offers available through VouchedFor

Contact Olivia through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Olivia's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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