Vision Independent Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Read more.

Award Winning Independent Financial Advisers

User LogoAdviser LoginPhone Number01326 210904

Oliver Shields

Find adviser by area

Oliver Shields
Oliver Shields
DipPFS
Independent Financial Adviser

Oliver joined the Vision team in 2013 after a long career with HSBC where he was an award winning Independent Financial Adviser.

He formed his own company Shields Wealth Management Ltd, as he felt that this was the best way of meeting his client’s needs and providing a professional independent financial advice service.

‘I have over 18 years’ experience in providing tailored financial advice to High Net Worth clients and their Families. I am able to offer truly independent and unbiased advice whilst also having the freedom to spend as much time as each individual client requires on an ongoing basis. I enjoy meeting different people and helping them understand their finances. I pride myself in providing clear and precise plans in order to help you achieve your future goals and aspirations. I truly believe that wherever you want to be in life financially I can help you get there.’

Oliver provides a straight-talking and holistic approach to financial planning. He has vast experience in providing advice across all areas including investment, retirement, estate and protection planning.

Oliver is a category one golfer and a member of Moor Park Golf Club in Hertfordshire. He regularly uses the Grade I listed Palladian Mansion House for business meetings, seminars and golf. If you would like to arrange an appointment with Oliver at your home, place of business or Moor Park Golf Club please contact him on his office number 0208 4329918, mobile 07817 278602 or at .

 

 

‘Above all Oliver Shields is trustworthy. He is sensitive to one’s personal circumstances and tailors his approach and advice with skill to what he knows will sit well with the client , rather than trying to chivvy them into extending their finances beyond what might be comfortable. Top man.’

‘Mr Oliver Shields is very helpful and is aware of my present circumstances and explains things clearly’

‘Oliver Shields came to visit me twice ,once to suggest various ways of investing my money..and once to finalize the deal..all went very smoothly and i felt that my hard earned money was in trustworthy hands..also Oliver is a very pleasant guy to do business with and i would recommend him to anyone would needs financial services..ps i was also recommended by a friend of mine who had only good things to say ..’

‘Oliver knows his business… and his clients.’

‘Oliver only recently became our adviser. Our savings and investments were rather haphazard and Oliver consolidated them for us. He was very patient and thorough so we felt very confident at the end of his visit. Everything was delivered ahead of schedule and he has contacted us to check that everything is to our satisfaction.’

‘Mr Shields was very helpful and clearly understood our needs. He made every effort to ensure WE understood what we were doing. He was very calm and confident in his discussions with us and gave us confidence in his advice. It is too early to assess the precise financial benefit we can expect but we do not anticipate any problems.’