Oliver Brennand

Role: Financial Planner
Dept: Wealth Management
Location: Preston
Direct Dial: 0345 0702835
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Summary

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.

Background

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

Favourite book/film/music
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