Member Article

Piercefield Oliver relocates head office to Cheltenham

LEADING financial planning company Piercefield Oliver has relocated its head office to Cheltenham.

The company, headed by Stephen Willis and Louise Oliver, is one of a select number of Accredited Financial Planning Firms in the UK, providing independent, regulated financial advice.

Piercefield Oliver already has offices in Bristol and Chesterfield and now, following a restructuring review, the company has moved its head office to Festival House in Jessop Avenue, Cheltenham.

“We believe that Cheltenham, with its great business infrastructure and its central location, is the perfect base for the company,” said Louise Oliver.

“Over the coming months we look forward to introducing ourselves to the region’s business community and making new contacts as we strengthen our roots in our new home.

“At the same time, however, we will be maintaining our presence in both Bristol and Derbyshire as we continue to build our national portfolio of clients.”

Louise Oliver has been in the financial services sector for more than 30 years and is a Certified Financial Planner (CFP).

She is a regular expert commentator on BBC breakfast TV and the BBC news channel as well as BBC Radio 4 Moneybox.

She also appeared as an expert for a Panorama programme that delved into the investment advice the banks were providing.

She is keenly involved in supporting Women in Business and is past chair and board member of the Sheffield Inspiring Women Group and Vice President of the British Association of Women Entrepreneurs.

Stephen Willis has been in the financial services sector for over 25 years, having worked for large corporates before setting up Piercefield Asset Management in 1998.

He is a Chartered Associate of IFS School of Finance and he qualified as a Certified Financial Planner in 2003.

“We view money as a means, not an end in itself and we help people see their money as a portal to a life which is planned for and which continues to evolve over time,” said Stephen.

“We work with individuals and families and are there for them at times of change - retirement, inheritance, bereavement, separation or divorce - because times of change are when individuals and their families need to be able to take the long view about the direction their lives will take.”

To find out more about Piercefield Oliver visit www.piercefieldoliver.com or call 0845 2578749.

This was posted in Bdaily's Members' News section by John Highfield .