Oliver joined RBC Brewin Dolphin in 2017 and is a Financial Planner in the Belfast office. He gives advice and helps create financial plans for mainly high-net-worth individuals. He covers areas such as financial protection, investments, retirement and estate planning and trust planning.
His main aim is to structure his clients’ wealth in the most tax efficient way possible. He puts in the time to develop close relationships with each of his clients, allowing him to give more tailored advice.
Oliver, who is a Chartered Financial Planner, began his financial services career in 2015 at First Derivatives as a Financial Engineer before moving to Citi as an Equities Analyst. He joined RBC Brewin Dolphin as a Financial Planning Assistant before moving to a Paraplanner Advisor role in 2021. He is the Engagement Partner for the office.