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Assistant Paraplanner
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.
The Level 3 Certificate demonstrates knowledge and understanding of the financial services industry in general, including regulation, legislation, and key retail investment products.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
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The Aspire Partnership LLP is authorised and regulated by the Financial Conduct Authority – Ref. No. 518833.
Registered in England. Limited Liability Partnership No. OC351804.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk