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Oliver Davies DipPFS

Financial Planner

Oliver joined Perspective in September 2022 as a paraplanner and qualified as a financial planner in 2024.

Oliver’s role centers around helping his clients meet their financial objectives. He enjoys meeting his clients and becoming a part of their financial journey.

Oliver is now working towards achieving his Chartered status.

Outside of work, Oliver enjoys spending time with his daughters and keeping fit.


Oswestry Office

15 English Walls
SY11 2PA

Telephone: 01691 671903