My primary role is to manage and analyse private client portfolios, pension funds, trusts, charities and offshore bonds on a daily basis. I pride myself on delivering a high level of personal service to both clients and intermediaries, working closely with financial advisers, solicitors and accountants to provide investment solutions for clients.
After graduating with an honours degree in Business and Financial Management, Oliver achieved his Investment Advice Diploma in 2014. He is currently studying for his Chartered Wealth Manager status. Oliver is an Associate of the Chartered Institute for Securities and Investment.
Oliver joined Quilter Cheviot in 2013. He currently works in a team with Sean Raftery and Andrew Chapman, assisting in the day to day management of investment portfolios and is a point of contact for advisers and clients. He is studying for his Chartered Wealth Manager status. Upon completion Oliver will focus on increasing his ever growing network of professional contacts in the Birmingham area.
Outside of work Oliver is a keen sportsman, having represented his county and university sides at Rugby Union. He also enjoys playing golf and skiing in the winter. Oliver regularly goes to the gym and enjoys travelling.