Oli joined us in 2019, having previously worked in self-invested personal pension (SIPP) administration. In his role, Oli prepares, writes and implements recommendation reports. He uses cashflow modelling software to assist prospective and existing clients with their financial plans.
When clients arrive at the Aspire office, Oli is the friendly face they see first, and he is always happy to assist people and answer any questions. Alongside his role supporting the planners, he also assists with our work with the Bristol Sport Foundation and their Bright Sparks program.
Oli is a keen skier and badminton player – he is even qualified as a badminton umpire! When he’s not playing sports, Oli enjoys attending pub quizzes, watching live comedy and theatre, and is an avid filmgoer. He will often come out with useless facts or random quotes.
An interesting fact about Oli is that he collects Swarovski crystal figurines. His current count is around 60.