Westminster Wealth Management
Oliver Balcomb has extensive experience in financial services, currently serving as a Paraplanner at Westminster Wealth Management since January 2018. Prior roles include Report Writer at Ascot Lloyd, where Oliver specialized in creating complex Investment and Pension reports for Independent Financial Advisers, and Private Client Associate at Helm Godfrey. Oliver also held positions at Chase de Vere in Private Wealth and as a Trainee Financial Adviser at ISM Solutions, where participation in the Wealth Management Academy provided foundational experience. Earlier work at Friends Life Group involved establishing a new Protection Accounts department, while initial experience at AXA and Friends Life Group focused on customer service related to pension scheme management. Oliver's educational background includes attendance at Warwick School from 2000 to 2007.
Westminster Wealth Management
Westminster Wealth Management LLP is a chartered, independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee £1.5 billion of assets. Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. There is no charge for initial consultations so contact us and find out how you can benefit from Westminster Wealth Management’s expertise. © 2021 Westminster Wealth Management LLP Westminster Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (490519). The information contained in this Linkedin Company Page is subject to UK financial regulation and as such is meant for consumers in the UK.