He has quickly developed strong technical knowledge and a client-focused approach, helping clients make informed decisions about their financial future.
He holds the Diploma in Regulated Financial Planning, the Certificate in Discretionary Investment Management, the Certificate in Securities Advice & Dealing, the Award in Long Term Care Insurance and the Award in Regulated Pension Transfer Advice. Oliver is currently working towards achieving Chartered status.
Oliver believes in taking the time to really get to know his clients so he can play an active role in their financial journey. He enjoys helping clients achieve their financial objectives and finds it particularly rewarding when his advice leads to positive and lasting changes in their lives.
Check out Oliver’s VouchedFor profile here.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate legal advice.