Olly Biddulph
Principal at Biddulph Wealth Management, Chartered Financial Planner at St. James S Place
Based in Bath, United Kingdom
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Seniority
Director
Department
Finance & Accounting
Location
Bath
Industry
Financial Services
Company size
3.5K
Contact information
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o•••••••@sjp.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Olly Biddulph
I am a Chartered Financial Planner. Most people I meet do not have all of their finances in order, often don’t look to the longer term and aren’t aware of the full range of tax planning opportunities available to them. Whilst we cannot predict the future, we can help you to make more informed financial decisions and take control of your money by providing you with practical, expert advice tailored to you. At Biddulph Wealth Management Limited we put you and our ongoing relationship at the heart of everything we do. We aim to make the complex simple; using ‘jargon free language’ and create a simple financial plan that is easy to understand and tax-efficient. We work together to help you plan for your tomorrow, today.*Understanding you - We really take the time to get to know you and your situation in detail as every client is unique *Creating your financial plan - We then produce a simple and easy to understand financial plan aligned to your goals *Implementing & reviewing your plan - As part of our ongoing service, our priority is to help you to implement and regularly review your plan, adapting as your circumstances, legislation and taxation changes over time Our specialist services include- Preserving and building your wealth - Protecting your family and loved ones - Investment planning & management - Retirement planning advice - Transitioning smoothly out of Professional Sport - Intergenerational Wealth Planning for families across the generations - Estate / Inheritance Tax planning - Mortgage advice Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. If you would like further details, please message/connect with me or view my website at When I'm not working, I enjoy strength training, Crossfit, and keeping up to date with Worldwide Financial Markets.
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