Silver Tree Wealth Management Ltd
Oliver Levey is a Financial Advisor at Silver Tree Wealth Management Limited, beginning in November 2023, following a role as a Trainee Financial Adviser at St. James's Place Financial Adviser Academy from August to November 2023. Prior experience includes working as a New Business Development/Trainee Advisor at Grey Parrot Financial Planning and serving as a Digital Transformation Consultant at DrDoctor, focusing on personalized healthcare solutions. Oliver also held positions as a Partnerships Consultant at Credentially, a Business Development Manager at Fitness Tech Group, and a Workplace Wellbeing Consultant at StepJockey, emphasizing health and workplace wellbeing initiatives. Earlier in the career, Oliver was a General Manager and Adult Learning Manager at Aspire@Southfields, a Regional Supervisor at Charles Tyrwhitt, and a Duty Manager/Marketing Coordinator at Abingdon School. Educational background includes a RQF Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute and a BSc Hons in Sports and Exercise Science from Oxford Brookes University.
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Silver Tree Wealth Management Ltd
At Silver Tree Wealth Management Ltd, we work with individuals, families and business owners to provide practical solutions to financial issues. We know that effective planning brings peace of mind, enabling you to enjoy life that little bit more. We can all imagine the future we want for ourselves and for our family. All the advice we give, and the wide range of services St James's Place offer, from retirement planning to passing your money on, is focused on one goal. Helping you to achieve that future, and live life the way that you want. Whether we support you in the complex area of corporate planning, or with pension advice or estate planning, we want you to feel confident and in control of your finances. Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your lifegoals and ambitions. Every piece of financial advice we give has one simple goal – your personal goal. We share your values and plans, tailor our advice to fit them, and help you use your money to create the best future for yourself, and your family. Silver Tree Wealth Management Ltd was established in 2013, following the acquisition of a business that has been a core part of St. James's Place since 1992. Director, Nick Sanders, has been with St. James's Place since 2007 and is committed to providing the highest levels of advice and ongoing service to clients that really makes a difference. Silver Tree Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/product SJP Approved xx/xx/xx