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Olly 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 also has 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. His aim with his clients is to build a strong relationship and knowledge of their circumstances, which then allows him to answer the big picture questions around retirement, gifting and estate planning as they arise.

Outside of work, Olly enjoys spending time with his wife and two young children.  Having given up playing rugby a few years ago, he has been keen to take on some new sporting challenges, and in the last couple of years has completed a Tough Mudder and a triathlon, which help offset his love of food.

Content Created by Olly Cheng

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