As an Adviser at Macfarlane Wealth Partners, Oliver provides modern, well-structured financial planning tailored to the needs of today’s professionals. He supports city executives, business owners, and entrepreneurs across a range of sectors, helping them build, protect, and preserve their long-term wealth.
Oliver takes a highly personal and thorough approach to understanding each client’s goals, values, and financial priorities. By engaging in a detailed discovery process, he is able to develop clear, tailored financial strategies aligned with what matters most to them.
Recognising that both the financial landscape and personal circumstances can change quickly, Oliver places strong emphasis on proactive, ongoing reviews with all his clients. This ensures each client’s plan remains relevant, resilient, and positioned to support them on their journey towards long-term financial freedom.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.