I have devoted my career to helping my clients achieve their goals and recognise their full financial potential. I have vast financial experience having worked in financial services all my working life, working in Halifax and Lloyds TSB before moving to J Rothschild Assurance Group which is now St. James’s Place Wealth Management.
My objective is to provide a life-long commitment and relationship to all my clients, offering a wide range of services to benefit them throughout their lives. I do not provide a generic service and will advise my clients according to their needs and objectives. I will spend time getting to know my clients and their own unique situations before advising the best solution for them.
Outside of work, I enjoy walking around the countryside, taking European city breaks and the occasional long haul holiday, taking weekend retreats to my apartment on the South Coast and watching my favourite football team.
I have worked in the financial services arena since 2005, originally as a mortgage adviser, which gave me a vital grounding in dealing with people and helping them find the right solution. In 2007 I became a fully qualified financial adviser and this meant that I could now help people with their investment planning, retirement planning and protection needs.
I have been working with St. James’s Place since January 2009. My focus is always to develop and maintain long term relationships with my clients, offering a holistic level of service. Every client is individual and therefore should receive a bespoke service, tailored to their individual needs whether they are a younger person starting out on the property ladder or a more affluent person looking to place a considerable lump sum of money.
The team at Morrinson Wealth Management pride ourselves on the service we provide and we are always prepared to give that little bit extra. This approach regularly leads to new introductions from clients to members of their friends and family who are attracted to the excellent St. James’s Place proposition.
We also undertake client events on a regular basis and we view these as a superb way to reward our clients for the trust they have shown in us in looking after their financial affairs.
Outside of work I enjoy watching football, swimming, going on short European city breaks and socialising with friends.
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.
Oliver provides bespoke financial advice to busy and successful individuals to help them minimise tax, maximise wealth and protect against risk.
With over 5 years of international experience, including two years in NYC, he is an experienced financial consultant who focuses on building long term relationships with his clients.
Oliver is a founding trustee of the charity Scinergise and in his spare time enjoys watching sport and going to the theatre.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.