Ollie Wilson

What is your average day like:‍

Surrounded by my wife, our two daughters and friends in the sunshine. It would include a BBQ and a great sporting event (England finally winning something in football maybe!?)

What do you like most about your job?

I enjoy really getting to know my clients and working together to put them on an optimal financial footing that aligns with their priorities. Every client is so different so I’m always kept on my toes!

How long have you worked in Financial Services

Over three years, following a long career in commercial/ senior management positions in the corporate world.

Meet Ollie

What Ollie's Clients Have to Say

Ollie listened carefully and tailored his advice to my needs. He helped me figure out how much I could afford to save, explained everything clearly, and handled all the paperwork with ease!

Ollie listened carefully to my needs and requirements and has provided me with excellent advice, setting up the Juniors Isas that I was hoping for.

Ollie has been patient and a guiding hand on the options available. He explained the benefits and risks attached to what is on offer to us and we have never felt rushed into a decision.

He has fantastic knowledge and is a great guy!

The process with Ollie was open and transparent. He genuinely cared about improving my financial situation, opening my eyes to new possibilities and highlighting areas I’d overlooked. Thanks, Ollie!

I’m Ollie and I love helping people plan for their financial futures. I’m a relaxed and responsive adviser and I take the time to really understand my clients in order to give the most tailored and relevant financial advice. I look to build trusted and enduring relationships with my clients and make every effort to earn the right to be their financial adviser over the long term as priorities will change over time.My route to becoming a financial adviser started with my fascination in the financial world at a young age and formed more fully as I studied for my Economics degree. I went on to have a successful career in the corporate world where I held senior management positions in the Gaming industry. I became a financial adviser in 2021. More recently I was delighted to be named in The Times/ VouchedFor supplement of ‘TopFinancial advisers’ for 2023.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.