Olivia brings a strong analytical focus to her role, supported by a First-Class degree in Mathematics and over 15 years of experience in administrative and client-facing roles. Over the past six years, she has progressed to become a qualified Paraplanner and now also serves as Assistant Office Manager.
Working closely with our advisers, Olivia provides technical research, report writing and client liaison, ensuring each case is handled with precision and care. She values building strong relationships with clients and is dedicated to delivering accurate, well-structured support throughout their financial journey.
