Ollie Smith

What were the circumstances that caused you to initially look for an adviser?

I am regularly approached by a number of professionals seeking to provide advice. Ollie is not like them. He does not hard sell, which is very refreshing.

How has Ollie Smith helped you?

Ollie has provided advice to both myself and my family members. He takes the time to provide advice in a clear, relevant and concise manner. If they wish to ask questions he is happy to provide time to discuss further.

Have you seen the outcome you were hoping for?

By explaining the process and walking us through the various potential eventualities we have seen (and more importantly been able to understand) the direction and outcomes desired.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Previous FA no longer provided services.

How has Ollie Smith helped you?

Reviewed my portfolio (SIPP & ISA) and made constructive suggestions to to ensure long term security with reasonable opportunity for reasonable returns.

Have you seen the outcome you were hoping for?

Our relationship started relatively recently, so results will flow through in due course.

What could they have done better?

At this time, nothing. Ollie’s review and follow up have been very good. I am looking forward to working with him going forward.

What were the circumstances that caused you to initially look for an adviser?

Preparing early for retirement was important to me and Ollie stood out as an approachable and knowledgable adviser who I could discuss the best way to go about this with

How has Ollie Smith helped you?

Ollie has been a trusted advisor whilst my funds have been invested with SJP, we meet regularly and he provides information and advice clearly. I always feel reassured that my money is being invested in the right areas and Ollie is always open to speak when needed.

Have you seen the outcome you were hoping for?

Yes - I am happy with the outcome so far and the way my funds are performing under Ollie's guidance and advice.

What were the circumstances that caused you to initially look for an adviser?

An initial chat with Ollie Smith .

How has Ollie Smith helped you?

With giving me a better understanding of financial planning.

Have you seen the outcome you were hoping for?

Yes, very much so.

What could they have done better?

There isn’t anything I can think of.

What were the circumstances that caused you to initially look for an adviser?

I had reached a point in my personal and professional life where I felt it was essential to take a more structured, long-term approach to financial planning. With various financial goals on the horizon—including investment growth, tax planning, and future retirement—I wanted expert guidance to ensure my decisions were aligned with my objectives. I was looking for someone I could trust to provide not just advice, but a comprehensive, tailored strategy to help me make informed and confident financial decisions.

How has Ollie Smith helped you?

Ollie has been incredibly helpful in bringing clarity and structure to my financial planning. He took the time to thoroughly understand my personal goals and circumstances, and then provided clear, tailored advice that felt both strategic and practical. From assessing my current financial position to setting out a roadmap for investment and long-term security, his guidance has given me real peace of mind. He’s also been proactive in highlighting opportunities and risks I hadn’t considered, which has really strengthened my confidence in the decisions I’m making.

Have you seen the outcome you were hoping for?

Since working with Ollie, I’ve not only seen tangible progress towards my financial goals, but I also feel far more in control and assured about my future plans. The strategy he helped put in place is already showing positive results, and I’m confident that I’m on the right path. His consistent communication and ongoing support have made a real difference, and I genuinely feel that my finances are being managed with care and expertise.

What could they have done better?

Honestly, not much — Ollie has been brilliant throughout. He’s been consistently attentive, responsive, and clear in his advice. I’ve really appreciated his approachable manner and the way he’s taken the time to explain things without any jargon. It’s been a genuinely reassuring experience working with him.