Oliver is one of AAG’s most senior and experienced Wealth Managers who enjoys building bespoke financial proposals for his high net worth clients and their families. Oliver possesses an incredibly detailed understanding of personal finance which he continues to build on, holding several significant industry qualifications including Chartered Financial Planner, Defined Benefit Pension consultant and Later Life Planning specialist.
Oliver believes the key to Wealth Management is taking the time to understand what makes clients tick, sharing in their goals and aspirations and then building a structured plan to help achieve them whilst guiding along the way.
In addition, Oliver also has a keen interest in Corporate Risk and Financial Education – having been asked to speak at a number of different businesses to resolve collective issues common between Directors and Senior Managers, both on a personal and a corporate level.
His experience has cultivated a detailed knowledge of tax efficient solutions, enabling him to structure his own clients’ wealth in an intuitive way so they are able to realise the financial security they desire.
With a particularly active lifestyle, Oliver is married and plays a range of sports, including squash, hockey, golf and tennis to a high standard.
‘Young professional life brings with it many challenges and anxieties and none more daunting than personal finances. Over the past 4 years Ollie, and team, have assisted me with a huge range of areas in order to get everything in best possible condition. From pension policies to tax returns to mortgages to life assurance, and a few other things in between. The team have always been on hand to assist and advise where needed with their friendly approach and I couldn’t recommend them highly enough.’
‘The financial education provided by Oliver Tunnicliffe at AAG has been a fantastic element of our employee education scheme. Being able to provide our employees with practical financial advice has been beneficial across the business and the one to one sessions provided an element of personalised advice that we’ve had great feedback about. The presentations delivered covered all aspects of personal finance, and have been a really successful element of our education programme.’
‘We have recently introduced quarterly 1 to 1 sessions with Oliver Tunnicliffe as an employee benefit, and the service has proved extremely popular. The feedback from employees has been great, they really appreciate the opportunity and see the value in the pragmatic advice Oliver is able to provide on all aspects of personal finance, from savings to mortgages. I would recommend Oliver to other businesses looking to implement a similar financial education benefit for their employees.’
‘Oliver provides clear, straight-forward and jargon-free advice which has quite honestly transformed the management of my personal finances. From a ‘wealth’ perspective, I could have been potentially unappealing when we started but Oliver stayed with me throughout and due to his exceptional service, benefits from my loyalty as my personal wealth has grown through the years. His style has remained consistently professional, friendly and supportive throughout this period. I have confidence that the investment products recommended are suitable to my needs and have performed in line with expectation.’
‘AAG have provided me with a very efficient and professional service. Top Class’
GB, Technology Consultant
‘I was extremely happy with the way the whole conversation went in terms of listening, exchanging and giving guidance and on points to consider. I am sure that in the long term I will be better off in light of our discussion.’