Steve Oliver

Welcome to my Vouched For page - as well as building strong, long term relationships with clients, I strive to adopt a bespoke, holistic approach when it comes to their wealth management. Providing solutions and helping clients to achieve their financial goals and objectives is an integral part of my role. I offer an individual approach to financial planning for private and business clients. In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect. I joined Nick Jones Wealth Planning in early 2017 and completed the St. James's Place Academy programme, becoming Diploma qualified in 2018. During 2021 Nick Jones Wealth Planning merged with Throgmorton Associates Wealth Management Ltd. The areas I focus on are: - Protection (life, critical illness, income protection) - Saving and Investment planning - Retirement Planning - Corporate Financial Planning At Throgmorton Associates Wealth Management, we strive to provide a brilliant level of service, using the latest technology where appropriate from our convenient offices on Shropshire's most prestigious Business Park. Throgmorton Associates are a Senior Partner Practice of St. James’s Place Wealth Management. Being a father of two beautiful girls has amazing highs, along with the challenges any Father will face - but I consider my family are a blessing. I love sport, photography and music and am active in all these areas when I have spare time... The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 23/01/2024