An Associate Partner Practice of St. James's Place Wealth Management

Oliver Wealth Management

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Nicholas Oliver

I work with both individual and corporate clients, helping them to secure their financial futures and allowing them to focus on making the most of the present. I take a holistic approach to financial planning and aim to build long-term, successful relationships through expert advice and ongoing service.

About

Nicholas Oliver has worked within Financial Services since graduating from the London School of Economics in 2003, working as a trader both in Equity Derivatives and Cash Equity at major Investment Banks (including Morgan Stanley, JP Morgan and HSBC). Having seen the workings of financial institutions from the inside, Nicholas has a wealth of experience and knowledge to offer his clients.

After relocating out to the countryside with his young family, and with a desire to pursue new goals, Nicholas found the perfect fit with St. James's Place Wealth Management - being able to use his deep understanding of financial markets in helping others achieve their own financial goals.

Oliver Wealth Management was born out of a desire to help our clients organise their finances with greater understanding, confidence and success.

Using our extensive knowledge and experience of financial markets and investments, Oliver Wealth Management seeks to build lasting relationships with clients, providing a service and performance that clients would actively recommend.

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.

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.