With over 15 years’ experience in the financial services industry, Oliver is a Chartered Financial Adviser and Fellow of the Personal Finance Society, having achieved the Chartered Insurance Institute’s highest award.

Many of Oliver’s clients require technical financial planning including advice on retirement, investments and preserving their wealth, tax efficiently, for the future. Oliver has an excellent reputation for putting clients first with innovative holistic planning. Empathising with individual client’s requirements, he creates financial plans that are insightful, clear and simple to understand.

Outside work he enjoys spending time with family and friends, travel and playing racket sports.