Ollie is a friendly and experienced adviser who takes the time to understand his clients and their priorities with a view to maintaining a long-term relationship. He’s particularly interested in investment and retirement planning which he believes is underpinned by well-considered financial protection. He is also experienced with estate planning and has run seminars on this topic in the past. Ollie was delighted to be named amongst VouchedFor's 'top UK financial advisers' in 2023 published in The Times.
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.