Olivia joined Perspectives Oswestry Office (West) Ltd in 2019 after completing a degree at the University of Leicester in Banking and Finance.
She began as a Paraplanner and is now a qualified Chartered Financial Planner, having studied through our Training Academy.
Olivia thoroughly enjoys her job helping clients achieve their financial objectives in life.
Telephone
01691 671903
Based
15 English Walls
Oswestry
Shropshire
SY11 2PA
Telephone: 01691 671903
Perspective (West) Ltd, Registered in England and Wales No 5436958. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (West) Ltd is a subsidiary of Perspective Financial Group Ltd.
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We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
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