About Oliver
I am a Wealth Planner and Chartered Financial Planner, educated to degree level, and I specialise in providing holistic wealth planning advice for local and international high net worth private clients. I began my career in wealth management with Lloyds International Private Banking in 2004, and I am passionate about what I do: helping clients meet their life goals by creating a personalised investment plan for their unique needs. My client list includes both Jersey residents and expatriates based in Switzerland and the UK, as well as Hong Kong, Thailand, Singapore and Israel. I travel to these countries to meet clients and deepen our well-established relationships.
In my free time I enjoy spending time with my young family. I also enjoy running, padel and playing golf at the Royal Jersey Golf Club.