CISI Level 4 Diploma in Retail Advice & Planning
CISI Level 4 Diploma in Securities
CISI Level 4 Diploma in Derivatives
Certificate in Mortgage Advice and Practice
Having worked for international private banks for almost 15 years, everyone at KWM was delighted when Oliver joined. Oliver’s private banking career started at Royal Bank of Canada and then EFG, before he was appointed as the Head of Sport & Entertainment at Metro Bank, a role he held until he joined KWM in 2022.
He now combines his extensive experience advising private banking with his organic evolution into wealth management. Holding the CISI Level 4 Diploma in Investment Advice (Financial Planning & Advice), Oliver offers holistic planning support for a range of clients.
In his previous roles, Oliver excelled at building long-term relationships with clients ranging from property investors to business owners. At Metro Bank, he immersed himself in the world of sport & entertainment and as an Adviser at KWM continues to offer tailored advice to professional athletes, musicians, and entertainment talent. With a deep understanding of these sectors, Oliver is a well-respected figure within these circles.
Outside of work Oliver gives back to his local community in a variety of supportive ways. He is a keen Arsenal fan and, when he isn’t cheering from the side-lines, he likes to spend his time with his family.
At 35, for years I knew I had to do something with retirement/pension planning before it was ‘too late’. I had several work based pension pots, which I was always unsure if the pensions pots was working well for me or even worthwhile. Speaking with Oliver, he walked me through the benefits of reviewing these and the process involved – which he was very clear and informative throughout. Oliver, provided me with options based on my own circumstances and attitude to risk, which I was pleased with as it was evident my money wasn’t working ‘hard enough’ in comparison. Following his friendly and personable advice, I am now confident that by consolidating my pension pots into his recommended managed portfolio, is the right option for me moving forward. Overall, Oliver has made the process straightforward and valuable. I would highly recommend Oliver to anyone looking at reviewing their pension/retirement plans.
Senior Mortgage Consultant, Capital Private Finance
If you're after a financial advisor, look no further than Oliver. He created a welcoming and safe environment for me to discuss my personal finances. His knowledge of the financial industry was impressive, and he was able to explain complex concepts in a way that was easy to understand. He helped me take control of my finances by setting achievable goals and providing practical solutions tailored to my specific needs. He was always available to answer my questions and offer advice when needed. What stood out to me was Oliver's willingness to go above and beyond to advise me on areas of financial planning, even when they were out of scope at the time. He genuinely cared about my financial well-being and provided me with all the information I needed to make informed decisions. Overall, working with Oliver has been a positive and empowering experience, and I am grateful for his guidance and support. If you are looking for a professional and knowledgeable financial advisor who cares about your financial future, I highly recommend Oliver.