Senior Partner Practice of St. James's Place Wealth Management
Olivia works in tandem with our financial consultants to ensure our exceptional client service levels and expectations are met, delivering a seamless experience.
Before and after the financial consultants have seen clients, she’s taking care of their paperwork, diaries, updating documents, checking client files and working closely with the team to ensure communication is maintained with clients at key and expected points.
We get to know our clients over a long period of time and Olivia’s work ensures we can build relationships, trusted by them to look after their investments.
Outside of work, Olivia is a trained theatrical make-up artist, was a professional showjumper and enjoys long-haul travel.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Hall & Costello Wealth Management Ltd is registered in England and Wales, Number 09010635. Registered Office: Suite 4, North Wing, Turkey Mill, Ashford Road, Maidstone, Kent, ME14 5PP.