Oliver has been a Financial Planner for over 15 years since reaching Diploma status in 2000.
Olly grew up with a passion for golf and played for Wales and Great Britain at both boy and youth level. He ‘fell into’ financial planning at the tender age of 22 with his first job located in London. In 2009, after the birth of his daughter Isabella, he and his wife Nia moved back to South Wales. He joined Penguin as a partner on September 8th, 2011 on the same day his son James was born and is proud to be a part of Penguin.
Olly considers working as a Financial Planner a privilege. He particularly enjoys working with business owners helping them identify their personal ‘Number’ and taking them on their financial journey to their Financial Freedom date and beyond. This is evidenced by Olly co-authoring a book featured on Amazon – ‘The Wealth Secret: Create, Build and Protect your future the Penguin way’.
In his spare time, Olly can occasionally be found at Royal Porthcawl Golf Club trying but failing to relive his former golfing prowess.