Steve Oliver
Wealth Manager at Throgmorton Associates Wealth Management Ltd
Based in Shrewsbury, United Kingdom
7-day free trial · no credit card
Seniority
Manager
Department
Finance & Accounting
Location
Shrewsbury
Industry
Financial Services
Company size
28
Contact information
Reveal Steve's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
s•••••••@throgmortonassociates.co.uk
Phone
5 credits+44 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Steve Oliver
I joined Nick Jones Wealth Planning in early 2017 and completed the St. James's Place Academy programme, becoming Diploma qualified in 2018. During 2021 Nick Jones Wealth Planning merged with Throgmorton Associates Wealth Management Ltd. I offer an individual approach to financial planning for private and business clients using the propositions available to me through St. James's Place Wealth Management. The areas I focus on are- Protection (life, critical illness, income protection)- Saving and Investment planning- Retirement Planning- Corporate Financial PlanningAs well as building strong, long term relationships with clients, we strive to adopt a bespoke, holistic approach when it comes to their wealth management. Providing solutions and helping clients to achieve their financial goals and objectives is an integral part of my role.At Throgmorton Associates Wealth Management Ltd, we strive to provide a brilliant level of service, using the latest technology where appropriate from our convenient offices on Shropshire's most prestigious Business Park.Throgmorton Associates Wealth Management Ltd are a Senior Partner Practice of St. James’s Place Wealth Management.Being a father of two beautiful girls has amazing highs, along with the challenges any Father will face - but I consider my family are a blessing. I love sport, photography and music and am active in all these areas when I have spare time.
Decision-makers
Other people at Throgmorton Associates Wealth Management Ltd
Build a list of verified contacts at Throgmorton Associates Wealth Management Ltd
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Steve
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime