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Olivia Miller CFP™, Chartered MCSI, BA (Hons)
Chartered Wealth Manager
Olivia started her career in financial services in 2014 after graduating from Brighton University with a degree in Tourism and Business Management. The majority of her career so far has been spent working in various roles offshore in the Channel Islands for a global bank. What was originally intended to be 4 weeks holiday cover turned into a year in Alderney, four years in Jersey and latterly 2 years in Guernsey as a High Net Worth Wealth Manager. Her first regulated role was as a Protection Specialist before gaining her Level 4 diploma in 2018 and moving into Investment Advice. Since moving back to the UK Olivia has been in a specialist role supporting Dentists with their holistic financial plans.
“I pride myself on providing an exceptional level of service to my clients and enjoy building long lasting relationships. A key part of my role is to really understand your goals and aspirations, what’s important to you and your family, and work together with you to put financial plans in place to ensure you are on the right path to achieving them.”
Outside of work Olivia loves travelling as well as keeping fit. She is a black belt in TaeKwon-Do and has previously competed at an International level.
At the weekends Olivia enjoys spending time relaxing with her partner and little Dachshund puppy.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Matt & Ali Davis
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Jenny
Good service
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.
Mr Young
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
