She has developed strong technical knowledge across a broad range of planning areas and is known for her client-focused, thoughtful approach to advice.
She holds the APFS qualification, the Cert CRP and a BA in Banking and Finance. Olivia specialises in long-term care, inheritance tax and retirement planning and is committed to delivering high quality, well informed and professional advice.
Olivia particularly enjoys helping clients clarify and achieve their retirement goals. She takes time to understand each client’s individual circumstances and priorities, offering a warm, friendly and supportive service throughout every stage of their financial planning journey.