JM Finn
Oliver Tregoning has over 20 years of experience in marketing and management roles. Oliver started their career at MFS Investment Management in 2000 as a Marketing Manager, where they worked until 2004. In 2004, they joined Samsung Electronics UK as a Crew member for the World's Toughest Yacht Race. After that, they worked at Lehman Brothers from 2006 to 2009 as the Senior Vice President and Head of European Marketing. Oliver then moved on to Canaccord Genuity Wealth Management, where they served as the Head of Marketing from 2009 to 2013. Currently, they hold the position of Head of Marketing at JM Finn, a role they have been in since 2013.
Oliver Tregoning completed the Level 6 CIM Diploma in Professional Marketing from CIM | The Chartered Institute of Marketing between 2015 and 2016. Prior to that, they attended Harrow School, although no specific degree or field of study was mentioned.
This person is not in any teams
JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.