Having worked in the City of London since 2003, Olivers wealth management career has seen him manage clients through the biggest economic challenge since the great depression. Having earned his stripes at HBOS plc, Bank of Scotland Investment Service an environment that provided Oliver with a strong traditional grounding for advising private and business clients. In 2010 Oliver was asked to become lead advisor to Alexander Associates Group, a well-respected St. James's Place Practice and in January 2013 Oliver started his own St. James's Place Practice thus enabling him to grow his own boutique wealth management firm upon the invite of the St. James's Place Directors.
Oliver is an experienced and professionally qualified financial planner. He is a member of The Personal Finance Society and holds a Diploma in Financial Planning awarded by the Chartered Institute of Insurers. Oliver is currently working towards Chartered Status. Oliver lives in Kent with his wife Charlotte and they have two children. When time affords Oliver enjoys fly fishing. Oliver is a Director of the Atlantic Salmon Trust a charity working for the future of wild salmon and sea trout.
Oliver has been of considerable assistance to me during a complete reorganising of my personal finances. His advice has been clear and easy to understand and I greatly value his judgement. I would recommend him to anyone.
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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.