“What drives me is helping people make confident decisions about their future – especially when the path feels complex or overwhelming. It’s incredibly rewarding to provide clarity and reassurance at moments when clients need it most.”
Olivia brings a strong technical foundation to her role as a Financial Planner at FPC, with a BA (Hons) in Business Management, a Diploma in Regulated Financial Planning, and a Diploma in Accounting. She is currently studying towards Chartered Financial Planner status, reflecting her commitment to ongoing learning and professional excellence.
Before joining FPC, Olivia specialised in advising vulnerable clients, working closely with Court Appointed Deputies and Trustees of Personal Injury Trusts. Many of her clients lacked capacity and required expert support in managing complex financial affairs to ensure care needs were met throughout their lifetime. This experience has given her deep insight into planning for uncertainty and a strong grounding in empathetic, values-led advice.
Today, Olivia works with a broad range of clients – from business owners navigating sales, to families planning across generations, to individuals seeking bespoke investment strategies. Her focus is always on aligning financial planning with each client’s life goals, both short and long term.
Outside of work, Olivia enjoys spending time with family and friends, and getting out for long walks with her dog, Milo.