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Expertise

  • Independant Financial Advice
  • cashflow modelling
  • Retirement & Pension Planning
  • Investment Planning
  • Wealth Accumulation
  • Pension Advice
  • Tax Efficient Investments
  • Holistic Financial Planning
  • Chartered Financial Planner
  • High net worth individuals
  • Portfolio Management

Experience

  • Partners Wealth Management

    Chartered Financial Planner
    - Current

Qualifications

  • CII Level 6 Advanced Diploma in Financial Planning
  • Diploma in Regulated Financial Planning - DipPFS
  • Certificate in Discretionary Investment Management - CertPFS (DM)
  • Certificate in Securities Advice and Dealing - CertPFS (Securities)
  • Certificate in Advance Mortgage Advice - Cert SMP
  • Certificate in Mortgage Advice and Equity Release - Certs CII (MP & ER)

  

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Oliver Dennis APFS, Partners Wealth Management Financial Adviser

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