Oliver is dedicated to helping clients make smarter financial decisions and build lasting wealth. By taking the time to understand each client's unique circumstances and aspirations, he provides clear, tailored strategies that bring financial goals within reach. Oliver offers expert guidance across a wide range of financial planning areas, including tax-efficient investment planning, estate planning, business financial planning, and offshore solutions. His approach is rooted in clarity and long-term strategy, ensuring clients feel confident and in control of their financial future.
The Partner Practice is an Appointed Representative of and 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.