Piercefield Oliver
Piercefield Oliver is a Chartered and Accredited Financial Planning Firm that provides financial advice to individuals and families. They offer solutions in areas such as wealth management, retirement planning, and estate planning.
- Family Trusts
- Estate Planning
- Pension Planning
- Wealth Management
- Financial Planning
- Personal Insurance
- Savings & Investments
- Inheritance Tax Planning
Locations
Competitors
Coach House Wealth Solutions is a holistic financial planning service designed for business owners.
Company Details
Piercefield Oliver is operated by Piercefield Asset Management Limited and is a Active company incorporated on 3 August 1998 with the registered office located in Cheltenham, Gloucestershire. Piercefield Asset Management Limited was registered 27 years ago.
Status
Active
Size
Micro
Directors
2
Age
27 years old
Employees
5
Turnover
Unreported
Total Assets
£1.14M
Cash in Bank
£464.39K
Total Liabilities
-£250.39K
Teams
5
4
1
Practice Manager
Adviser • Joined Aug 2011
Trainee Financial Planner • Joined Aug 2023
Financial Life Planner • Joined Oct 1998
Financial Planner • Joined Nov 2016
Adviser • Joined Aug 2011
Trainee Financial Planner • Joined Aug 2023
Financial Life Planner • Joined Oct 1998
Financial Planner • Joined Nov 2016
Practice Manager