0208 166 8476
Based in Aldwych
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ollie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 January 2026
Ollie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
9
Recent Client Reviews
Ollie has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ollie has received 9 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 August 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
3
Qualifications Uploaded
Ollie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Ollie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Fees not yet added
Ollie has not yet added their fees to their profile
49
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ollie (based on 49 first impressions)
100% of users who are not yet clients had a positive first experience with Ollie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ollie (based on 49 first impressions)
I have been working in the financial services industry since 2019 after achieving a first class degree in a International Business from the University of Liverpool. I made the step in to self-employment as an adviser and I am now providing specialist financial advice under Quilter Financial Advisers. If Quilter's Investment Proposition does not suit the client's requirements, I will research the whole of market and provide off panel financial advice. I provide tailored wealth management solutions to individuals and business owners. I focus on: • building long term relationships; • utilising cash flow modelling to clearly visualise and realise goals; • helping clients build and preserve their capital; and, • protecting them against risk. I also specialise in the public sector pension schemes, predominantly the NHS Pension. Here, I focus on: • tax efficient planning • annual Allowance calculations • financial planning for individuals and families in conjunction with the Scheme. This is done through FULL and comprehensive financial planning. Please feel free to reach out to discuss any area of financial planning. I would be more than happy to help.