Get to know Oliver
Oliver is a financial planner with over 20 years of experience in the financial services profession. He enjoys helping clients use their finances to achieve their goals and objectives, whether that’s saving for a deposit on a house or planning for their retirement.
Investing money can be a daunting process for many people, and he takes pleasure in guiding clients through the various strategies to create a tailored financial plan. As clients’ circumstances evolve, it is crucial to have an ongoing relationship in order to constantly review and update this financial plan.
Outside of work, Oliver enjoys watching and participating in many sports such as football, rugby, cricket, and snowboarding.
In the spotlight
How do you feel you add value for your clients?
I feel I add value for my clients by helping them make clear, confident financial decisions in what can be a complex area. My job is to understand each client’s circumstances and priorities. By building long-term relationships and offering tailored advice, I help clients create practical and tax-efficient plans.
What do you like doing in the evenings/on the weekends?
I enjoy spending time with my family, running, and watching sport.
A quote that resonates with me is:
“Your normal day is someone else’s dream.”
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Certified Financial Planner
CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and commit to the CFP Board to serve their clients’ best interests.
Fellow of Personal Finance Society
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
