Financial Planner

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 provide 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.