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.’
BS, Investment Manager
‘I have been using AAG since late 2018 and I’ve been very impressed with the service offered. Oliver Tunnicliffe is professional, helpful and knowledgeable with a great team behind him. Oliver usually visits my office for our appointments but I have also been to his office and we’ve had productive phone calls. I’ve been advised on pensions, ISAs, unit trusts, mortgages, life assurance and wills with Oliver and his team doing most of the paperwork. I’d happily recommend AAG/Oliver to my friends and family.’ March 2020
CD, Personal Client
‘Ollie Tunnicliffe has been extremely helpful in assisting me to sort out my finances and help keep my money safe after I sold my house a few years ago. Having a large sum of money in the bank and at a loss as to what to do with it, Ollie guided me through the web that is ‘finance’ and I have been very happy with the service and advice provided so far. Following my first annual review with James Chamier I have a plan of action now and feel more confident in what I need to do. I look forward to the future now. Thankyou both so much!’
KW, Personal Client
“We were initially introduced to Oliver to discuss Pensions in early 2019 and were very pleased when he was able to advise us on other aspects of our finances. Oliver is very professional, knowledgeable and attains a good understanding of the customer’s financial plans and needs. He is also extremely patient with us when he has to explain things more than once! We have just had our first annual review with Oliver and he took considerable time to go through our portfolio with us and reassure us during the difficult economic time we are currently facing. I would have no hesitation in recommending Oliver, and his team, to our family and friends”