Ollie DipPFS

Ollie Smith is a financial planner at Macfarlane Wealth Partners, a Senior Partner Practice of St. James's Place Wealth Management, with a focus on helping clients build robust financial plans to achieve their life goals.

With experience in the City since 2014, Ollie specializes in optimizing tax allowances, retirement planning, and ensuring a solid financial plan to navigate life's uncertainties and stay on track.

He serves clients in The City, Canary Wharf, and South East London, particularly engaging with business owners and City professionals.

Ollie holds a Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a Bachelor of Arts in Sport and Social Science from the University of Bath, along with A Levels in History, Maths, and Economics from Cardinal Newman R.C. School Rhydyfelin.

Beyond work, Ollie enjoys outdoor activities in Wales, his home region, and Chislehurst, South East London. He has a passion for rugby, golf, and cycling.

For more information, individuals can reach out to Ollie via messages or by visiting the company website at www.macfarlanewealthpartners.com.