Olivia moved from Switzerland to the UK in 2014, and has been working in financial services for the last 6 years. She holds a MSc in Economics, and has consistently expanded her qualifications in Financial Planning and Wealth Management over the course of her career with her aim being to hold Double Charter and CFP status in the next year.
Olivia has been recognised within the industry as a finalist in the Investment Week Woman In Finance Awards in 2017 and Professional Adviser Woman in Financial Advice Awards in 2020. Outside of work, she enjoys walking her Frenchie Blu and exploring the outdoors and city life with friends.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m retired
Chartered Financial Planner
My charging model:
Fixed £ fee