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.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
