Olly has been authorised to provide advice directly to clients since 2012, and has been part of our Technical Research team since 2011. For those clients who work with Olly, he is responsible for their overall financial planning, providing a combination of strategy, technical advice and investment planning. He has a particular interest in trusts and estate planning.
Outside of work, Olly enjoys spending time with his wife and two young children and volunteers as a governor at his local primary school.
We are really pleased we made the decision to move our financial planning to Saunderson House. Olly has taken the time to understand our circumstances and feelings about investment risk, and is always available to help when we need him. We are confident our investment portfolio is in safe hands.