Oliver is a member of our wealth management department, assisting clients through financial planning and investment advice. Throughout his career he has gained experience working with various personalities, backgrounds, ages and wealth levels. In his role, he helps clients create a plan to give purpose and meaning to their finances, and then helps them save tax and invest appropriately.
Oliver is an affiliate of STEP (Society of Trust and Estate Practitioners) and a Chartered Financial Planner.
Experience
Oliver joined the Napthens Wealth management team in February 2014.
Affiliations
- Society of Trust and Estate Practitioners
Related insights
In our line of work, things change constantly. From legislative developments to new legal precedents and more, we’re here to keep you up to date on the latest news. Below you’ll find our most recent news, in addition to advice on how to make your work life easier.