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 .
‘Could not wish for a better adviser.’
‘Great confidence that I can rely on the truth of any recommendations’.