Oliver’s first few roles in Financial Services involved working for a number of small platform providers. After several years, Oliver made the decision to move from platforms into Financial Advice and joined a large UK advice firm as an administrator. After four years, he moved to Watson Moore in August 2021 to embrace a new challenge and continue to progress his career.
Oliver achieved his ‘Diploma in Financial Planning’ qualification in June 2023, after several years of study.
Oliver likes problem solving, something he gets to help clients with in his day to day role, and particularly enjoys his work when he has been able to remove the hurdles and challenges that prevent a client from achieving their financial plans.
In his spare time, Oliver enjoys sports and fishing.
- CII Diploma in Regulated Financial Planning