Oliver Mustin
Chartered Wealth Manager FCSI
Having worked in financial services for nearly two decades I know the importance of working in partnership with clients, whether they are private clients or business owners, to actively create the sort of financial future they envision, whilst putting in place contingencies for when the unexpected occurs. Whether the plan is simple, or complex, working with my clients on the creation of their plan will always follow a comprehensive and consultative financial planning process.
About
Building long-term and trusted relationships with my clients has been a guiding principle since I began working directly in wealth management in 2007. Since that time, I have advised both private and corporate clients on their investment and wealth management needs, helping clients define their financial goals, achieve financial security, or enjoy the retirement they deserve, by making their making their money work harder for them, by protecting what matters and by supporting other generations.
After attaining Chartered status, in 2013 I became a Chartered Fellow of the Chartered Institute of Securities and Investments (CISI). Chartered status is awarded by the CISI to recognise senior members in the retail investment sector at the pinnacle of their profession, and is the mark of an up to date, experienced and qualified financial industry professional demonstrating an outstanding commitment to achieving and maintaining the highest levels of knowledge, skills and behaviour, all to provide the best possible advice and service to my clients.
The advice I offer clients is rooted in many years of financial experience, and is now backed by St. James's Place, a FTSE 100 wealth management company and a leading financial business, meaning my clients can look forward to the future with a sense of confidence and security.
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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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 22/12/2022
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.
