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Olya Edwards

Financial Planner
Exeter office

What attracted you to a career in wealth management?

I began my career in financial services almost a decade ago, following an academic background in Medical Science. What attracted me to wealth management was the opportunity to continue helping people, shifting my focus from improving physical health to supporting financial wellbeing.

Having worked in a variety of roles, including Pension Administrator and Paraplanner, I developed a well-rounded understanding of the financial planning process. These experiences showed me the real difference that thoughtful, tailored advice can make in people’s lives, which ultimately inspired me to pursue a client-facing role as a Financial Planner.

What would you like to achieve for clients?

Helping clients achieve their individual goals is at the heart of what I do. I take the time to understand each person’s unique circumstances and aspirations so that I can provide clear, practical advice that delivers meaningful, lasting value.

I advise across all aspects of financial planning and aim to make complex financial matters easy to understand, empowering clients to feel confident about their financial decisions. Alongside providing financial planning advice, I am building strong professional relationships with legal, tax and accountancy specialists to broaden the support and expertise available to my clients.

I am particularly passionate about encouraging women to become financially independent, whatever their starting point. When working with couples, I ensure that both individuals are actively involved in the planning process and fully understand the decisions being made, helping them feel informed and prepared for whatever life may bring.

I am also dedicated to supporting vulnerable clients by communicating in a way that is clear, accessible and reassuring, ensuring they feel comfortable and confident throughout their financial journey.

What are your interests outside of work?

Outside of work, I enjoy staying active, as well as reading and gardening in my spare time. Having moved to the UK from Belarus in 2008, I now very much consider it home.

I am also committed to continuous professional development and am currently working towards achieving Chartered Financial Planner status, further enhancing the knowledge and expertise I can offer my clients.

The value of your investments and the income from them can fall and you may not recover what you invested.