Olivia joined our Financial Planning team with a strong background in financial services, having previously worked with an Independent Financial Adviser (IFA). She is passionate about delivering a first-class, client-focused service tailored to each individual’s financial goals and aspirations.
Olivia’s approach is centred around building long-term relationships and maintaining an excellent rapport with her clients by having a strong interest in generational planning, helping families protect and grow their wealth across different stages of life.
Personally, Olivia enjoys socialising with her partner, Oakley, and friends and is a keen animal lover, although she has yet to meet her own “soul pet.” Olivia also has a passion for travel, particularly city breaks around Europe, and enjoys walking in the countryside and immersing herself in nature. In her spare time, you can also find Olivia at the gym undertaking Pilates and Yoga or reading rom-coms.
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.