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.
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.