Oliver Balcomb

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.