Principal Partner Practice of St. James's Place Wealth Management
Oliver has worked within Financial Services since 2007, initially with HSBC and more recently with Wesleyan Assurance Society where he was advising GPs and hospital doctors. Prior to this, Oliver obtained an economics degree from the University of Exeter.
Oliver is passionate about providing Holistic Financial Advice, recognising that the needs and objectives of each client will be unique, impacted by their age, career and personal aspirations. Oliver has two clear objectives when he meets each new client, in the first instance he wants to help them understand the financial risks that they and their dependents are exposed to and to provide the opportunity to protect against these risks. Equally importantly, Oliver helps clients to understand and maxmise the opportunities that they can realise throughout their careers in order to generate wealth, with a view to reaching financial independence as quickly as possible, whilst also managing and protecting wealth to mitigate the impact of inheritance taxation. This involves making sensible use of tax efficient allowances and pensions, including the NHS Pension which is a particular specialism.
Oliver was invited to join CMP Financial, a Principal Partner Practice of St. James's Place Wealth Management in January 2017, providing him with a platform and opportunity to deliver bespoke Wealth Management solutions for his clients. Oliver will continue to provide a specialist financial planning service for GPs and hospital doctors.
Oliver is married with three children and when not working enjoys spending time with his family, including supporting his children at various sports, music and dance events.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.