Oliver O. Email & Phone Number

Sutton, Gb

Croydon, England, United Kingdom

Independent Financial Adviser at Premier Companies

Croydon

Financial planning for typically high net worth individuals around all areas of independent financial planning.Research, production and presentation of financial advice covering most areas of wealth planning, including:Pension Switches - Personal Pensions, Occupational Pensions, Section 32s, SIPPsPension/Defined Benefit TransfersInvestment Planning - ISAs, OIECs, Structured Products, Taxable Portfolios, Onshore & Offshore Bonds, VCTs EISs, AIM & BPR investmentsProtection Planning - Whole of Life, Term Assurance, Income Protection and Care/Critical Illness Estate Planning - Inheritance Tax Mitigation, BPR, Trusts & Gifting Pension Tax Planning - Lifetime Allowance, Tapered Annual Allowance & Carry ForwardRetirement Planning - Cash Flow Modelling, Flexi-Access Drawdown, Annuities, Asset Allocation, Risk Profiling & Investment StrategiesInvestment Solutions - Collectives, Model Portfolios, Discretionary Fund Management & general fund research

Croydon

Technical consultant working on corporate exercises for Defined Benefit pension schemes. Primarily de-risking exercises, I also assist with administration and project management by liasing directly with the Technical Manager and Project Manager.

Dorking

Team Lead/Technical Consulting role. Responsibility for managing the administration and technical updates for the NGP Personal/Group Pension Platform at Friends Life. Included significant training work of new starters and existing team members. Special project focusing on training entire site to use new back office system.

Dorking

Working on the Legacy Team for Defined Benefit products, primarily legacy project work involving Tax Free Cash errors.

London, United Kingdom

London

Recruitment, training and managing teams of local fundraisers.