Oliver Phillips

Oliver Phillips

Chartered Financial Planner

Oliver started his career in financial services in 1999 and began advising clients in 2008; and has working closely with a wide variety of individuals and businesses in London and the South East ever since. 

 

Mindful that every client’s needs differ, he always takes the time to clearly establish their goals, ensuring that they fully understand both the risks and opportunities available, before creating a financial plan built around them.

 

Oliver regularly advises clients preparing for retirement, helping clients structure their affairs in the most cost effective and tax efficient manner, with suitable investment strategies. Many of his clients are business owners so he advises on their company pensions and benefits as well as to them as individuals. 

 

Oliver’s technical expertise allows him to advise on the most complex of situations, though he is equally adept at explaining financial matters in an easy to understand manner; allowing clients to make informed choices.

Originally from Godalming in Surrey, Oliver now lives in Ashburnham near Battle with his wife and two sons.

 

Contact Oliver today