Oliver is a chartered financial planner enabling him to provide technical and highly effective financial advice to his clients. Oliver manages both individual and corporate clients specialising in investments, personal pensions, final salary pensions, retirement planning, tax planning, long-term care, and protection policies. Oliver holds the advanced diploma in regulated financial planning and a first-class honours degree in finance and economics.
Out of the office, Oliver is a keen cricketer and footballer.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Tax planning is not regulated by the Financial Conduct Authority