Oswestry
Olivia is an experienced financial advisor who joined Perspective in July 2019 and has been working in Financial Services ever since.
She has developed strong technical knowledge across a broad range of planning areas and is known for her client-focused, thoughtful approach to advice.
She holds the APFS qualification, the Cert CRP and a BA in Banking and Finance. Olivia specialises in long-term care, inheritance tax and retirement planning and is committed to delivering high quality, well informed and professional advice.
Olivia particularly enjoys helping clients clarify and achieve their retirement goals. She takes time to understand each client’s individual circumstances and priorities, offering a warm, friendly and supportive service throughout every stage of their financial planning journey.
I enjoy playing badminton and walking my two dogs, Paddy and Ozzy
I have achieved Grade 8 on the French horn.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123