Oliver Spencer
DipPFS
I am proud to be a Partner of St. James's Place, an elite group made up of many of the most able and highly regarded professionals working in financial services today.
About
My Financial career spans over 20 years and over the course of it I have worked for a number of firms, both large and small dealing with individuals and corporations. They all shared similar needs for sound financial planning advice.
One factor has sung loud and clear constantly, if you use the right person to invest your money, your money will work better for you. That strategy is a key cornerstone of St. James's Place and allows me to work with confidence with clients to invest according to their needs, irrespective of the prevailing market conditions.
My expertise is in the areas of investments, retirement planning, protection and advice to small businesses. I also offer an Inheritance Tax Planning service.
I look forward to discussing your financial planning needs with you.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Testimonials
The Partner 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.
