Oliver graduated from the University of Southampton with a First Class Honors Degree. Having completed the SJP Financial Adviser Academy he has been fully qualified since April 2024. He aims to expand our level of service offering by engaging with, and educating clients through the provision of holistic financial planning tailored to individual client objectives.
Oliver is a Financial Adviser who provides clear, tailored advice to help clients form, and have confidence in, sustainable financial plans. Oliver's primary objective is to provide face-to-face advice which is centered around forming trusted, long-lasting relationships, ensuring every recommendation is made in his clients best interests. Oliver's knowledge spans Financial Protection Planning, Tax Planning, Retirement Planning, Investment Planning and Inheritance Tax Planning.
As a young Adviser in the industry, Oliver has a passion to educate and support clients through every stage of their lifetime, and continue the strong legacy which Cornerstone Wealth Management has built over the last 25 years.
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.