Oliver sees his role as providing a wealth management service which allows people to spend more time doing things they enjoy! He achieves this by taking the burden and stress of managing wealth away from them, and believes that trustworthy and reliable financial planning and investment advice is key in achieving this.
Oliver spends time with clients to understand what drives them and what they want to achieve. In addition, he gets to know any concerns they may have in relation to their finances and works to identify any problems they may face in the future. This then helps him to make suitable recommendations to help them achieve their goals or reduce their concerns.
Oliver lives in Lytham and has worked for local firms on the Fylde Coast where he completed his qualifications. He joined the Napthens Wealth management team in February 2014
Memberships and Awards
Oliver is an affiliate of STEP (Society of Trust and Estate Practitioners) and a Chartered Financial Planner.
Napthens Wealth Management Ltd is an appointed representative of Ludlow Wealth Management Group Limited which is authorised and regulated by the Financial Conduct Authority.
More about Oliver Brennand
What is your proudest achievement?
Representing England Counties (rugby union) and playing against America A and Spain
Describe yourself in 3 words:
Positive problem solver
Books – anything I can learn from / Film – Tin Cup / Music – Jack Johnson
Who would be your ultimate 3 dinner guests?
Richard Branson, JFK (some good secrets), Austin Healey