Steve Oliver

This review is a follow-up review from a client who left a review previously.

How has Steve Oliver helped you since your last review?

The market has changed due to current events and Steve explained that thoroughly in easy to understand terms. He also clearly explained the changes you are making regarding your pricing system. He went to great lengths to make sure that I understood the position of my investment, that I was comfortable with that position and I had done everything possible to protect myself financially at this present moment in time.

This review is a follow-up review from a client who left a review previously.

How has Steve Oliver helped you since your last review?

With regular updates and personal contact Steve has kept us abreast of the current values of our investments and advised on the best ways of ensuring that the investments continue to rise with our agreed level of risk.

This review is a follow-up review from a client who left a review previously.

How has Steve Oliver helped you since your last review?

During these intervening years there have been challenging times for us all. I have received much appreciated advice from Steve about the soundness of my investments, particularly since certain media reports re-SJP have been less than favourable. Steve's advice re-consideration of a potential change in one investment has proved to be of benefit and this from a low risk investor.

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

Change in personal circumstances

How has Steve Oliver helped you?

Redefined the pension outcomes and planning for the future

Have you seen the outcome you were hoping for?

Pensions transfered awaiting outcome

This review is a follow-up review from a client who left a review previously.

How has Steve Oliver helped you since your last review?

Steve is always friendly and professional. He keeps in regular contact with me and sends me all relevant updates. He knows how I like to manage my finances and I know I can contact him if if I have any questions. I have already recommended him to friends I know would benefit from his advice.