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Oliver Cheng

Olly started at Saunderson House in 2008, following the completion of an M.Phil in Social and Economic History from the University of Oxford. He is a Chartered Financial Planner and is currently studying for a diploma from the Society of Trust and Estate practitioners (STEP).

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.

Content Created by Oliver Cheng

Oliver Cheng
Personal financial planning – looking into 2018
Oliver Cheng
What alternative investments to pensions are there?
Oliver Cheng
Hung parliament: Impact on personal finance