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
Size
Small
Phone
01242 399344
Website
piercefieldoliver.com
Email
Available in Endole App
Locations
105, 107 Bath Rd, GL53 7LE
03452578749
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Coach House Wealth Solutions
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
Mr Stephen John Willis
Director • PSC • Independent Financial Adviser • British • Lives in England • Born in Feb 1965
Mrs Louise Oliver
Director • PSC • British • Lives in England • Born in Jun 1965
More information on Piercefield Asset Management Limited
Teams
All
5
Jacky Brockway
Practice Manager
Stephen Willis
Financial Life Planner • Joined Oct 1998
Chris Dunkerley
Adviser • Joined Aug 2011
Evan Littlewood
Trainee Financial Planner • Joined Aug 2023
Matt Rowe CFP?? Aap Chartered McSi
Financial Planner • Joined Nov 2016