Financial Planner
Olly has been a Financial Planner for over 20 years and considers working as a Financial Planner a privilege. His expertise lies in advising Legal professionals (both Solicitors and Barristers) and small business owners.
He believes the essence of good financial planning is starting with the end in mind and that a good financial planner should patiently help clients identify what they want and how to plan their financial affairs to support these plans.
Olly is also proud to have co-authored a book featured on Amazon, ‘The Wealth Secret: Create, Build and Protect your future the Penguin way’.
Outside of work, Olly is Married to Nia and they have 2 children Isabella and James. His favourite pastime Is playing golf (when time permits) trying to recapture his skills as an international golfer in his youth.
Oliver’s Statement of Professional Standing
Quickfire:
1. What’s the craziest thing you’ve done?
Hot air balloon ride.
2. What’s the best thing you’ve spent money on?
Mulberry handbag for my wife.
3. The worst?
Same
4.What’s your favourite book?
The Rational optimist
5.If you’re not working, where will we find you?
The golf course hopefully.