Ollie Wilson

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!

Ollie Wilson is a dedicated financial adviser passionate about helping people plan for their financial futures. Known for his relaxed and responsive approach, Ollie takes the time to deeply understand his clients’ needs, providing tailored and relevant financial advice.

Client-Focused Approach

Ollie is committed to building trusted and enduring relationships with his clients. He strives to earn the right to be their long-term financial adviser, ensuring their evolving priorities are met as life changes. His personable and attentive style has made him a valued partner for individuals seeking clear and practical financial guidance.

Professional Journey

Ollie’s journey into financial advising began with a fascination for the financial world at a young age, which led him to pursue an Economics degree. Before becoming a financial adviser in 2021, he had a successful career in the corporate sector, holding senior management positions in the gaming industry.

Recognition and Excellence

In 2023, Ollie was honoured to be featured in The Times/VouchedFor supplement of ‘Top Financial Advisers,’ highlighting his dedication and expertise in the field.

Commitment to Clients

Ollie’s focus is on empowering his clients to make confident, informed decisions about their financial futures. His approach combines a deep understanding of financial planning with a genuine passion for helping others achieve their goals.