0330 038 8941
Based in Oswestry
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FCA status: Certified by Firm
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
Last checked: 14 April 2025
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
20
Recent Client Reviews
Olivia has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Olivia has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Olivia has not yet added their qualifications to their profile
Qualifications not yet added
Olivia has not yet added their qualifications to their profile
Transparent Fees
Olivia has not yet added their fees to their profile
Fees not yet added
Olivia has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
Last checked: 14 April 2025
Olivia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Olivia's status
20
Recent Client Reviews
Olivia has received 20 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Olivia has received 20 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 14 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Olivia has not yet added their qualifications to their profile
Qualifications not yet added
Olivia has not yet added their qualifications to their profile
Transparent Fees
Olivia has not yet added their fees to their profile
Fees not yet added
Olivia has not yet added their fees to their profile
Olivia joined Perspectives Oswestry Office in 2019 after completing a degree at the University of Leicester in Banking and Finance. She began as a Paraplanner and is now a qualified Chartered Financial Planner, having studied through our Training Academy. She has been an Independent Financial Adviser since April 2021 and became Chartered in July 2024. Olivia thoroughly enjoys her job helping clients achieve their financial objectives in life. Outside of work Olivia enjoys running with her dog Paddy and travelling with her partner Luke.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Olivia's clients
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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