Joyce Oliver
Dip PFS Certs CII (MP&ER)
Joyce has been working in finance for nearly 30 years in and around the South West. As Principal, Joyce's philosophy focuses on building long-term trusted relationships, whilst delivering excellent quality advice with professionalism and integrity.
About
Joyce has lived in the South West since 1996 and has been working in finance for nearly 30 years. Savvy at leveraging tax, investment & wealth planning solutions, Joyce uses her expertise and strives to provide her clients with financially and personally rewarding results.
“I pride myself in providing an invaluable service to clients which gives them financial peace of mind. The level of client satisfaction can be judged by the fact most of my new clients come to me as a result of personal recommendations. Face-to-face meetings where possible, but I ensure my clients are kept informed throughout our journey together.”
As part of a client’s financial wellbeing, Joyce provides specialist advice in a wide range of areas including:
- Investment Planning
- Pension Planning
- Estate Planning
- Inheritance Tax Planning
- Intergenerational Wealth
Please read Joyce’s client testimonials, which can be seen below.
Testimonials
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
