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    Ollie DipPFS

    Partner at Macfarlane Wealth Partners

    Ollie Smith is a Financial Planner and Partner at Macfarlane Wealth Partners, which is a Senior Partner Practice of St. James's Place Wealth Management.4 He has attained chartered status with the LIBF and joined the financial planning sector in 2016, qualifying through a graduate scheme.1 Ollie specializes in providing holistic financial advice, with a focus on working with private investors to meet their investment and retirement planning requirements.1

    As a Partner at Macfarlane Wealth Partners, Ollie is part of an established wealth management company based in London with offices in Edinburgh and Hong Kong.3 The company operates under the St. James's Place Wealth Management umbrella, which provides access to extended advice and consultation, along with regularly updated information.2

    Ollie's approach to wealth management is client-focused, emphasizing straightforward and personalized services. He believes in explaining financial matters clearly and simply, avoiding jargon, and tailoring solutions to meet each client's specific needs and objectives.2 His expertise likely covers areas such as mortgages, pensions, investments, and financial protection.2

    It's worth noting that as of July 30, 2024, St. James's Place, the parent company, announced a £100 million cost-cutting plan and reported record funds under management of £181.9 billion, indicating the broader context of the wealth management industry in which Ollie operates.5

    Highlights

    Jan 20 · bcmwealth.co.uk
    Meet the team - BCM Wealth Management
    Meet the team - BCM Wealth Management
    Oliver Smith - Quilter Cheviot
    Mary MacFarlane Financial Planning - St. James's Place
    Jul 30 · morningstar.co.uk
    Why Are Shares in St James's Place Suddenly Soaring? - Morningstar

    Related Questions

    What specific services does Ollie Smith offer at Macfarlane Wealth Partners?
    How long has Ollie Smith been working at St. James's Place Wealth Management?
    What are Ollie Smith's qualifications and certifications?
    Can I find client reviews or testimonials for Ollie Smith?
    What is Ollie Smith's approach to financial planning?
    Ollie DipPFS
    Ollie DipPFS, photo 1
    Ollie DipPFS, photo 2
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    Location

    London, England, United Kingdom