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Steve Oliver DipPFS

Steve Oliver DipPFS

Wealth Manager

Followers of Steve Oliver DipPFS2000 followers
location of Steve Oliver DipPFSShrewsbury, England, United Kingdom

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  • Timeline

  • About me

    Wealth Manager at Throgmorton Associates Wealth Management Ltd - Senior Partner Practice of St. James's Place Wealth Management

  • Education

    • Spennymoor Comprehensive

      1981 - 1991

      Activities and Societies: Football team, Golf team Head Boy

    • The University of Wolverhampton

      1991 - 1994
      Applied Chemistry

      Activities and Societies: Wolves Poly/Uni Football Team 1st, 2nd and 3rd XI

  • Experience

    • Throgmorton Associates Wealth Management Ltd

      Apr 2021 - now
      Wealth Manager

      Now a Wealth Manager at Throgmorton Associates Wealth Management as Nick Jones Wealth Planning was rebranded due to a merger.Throgmorton Associates Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 05/02/2025 Show less

  • Licenses & Certifications

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute
      Dec 2018

  • Honors & Awards

    • Awarded to Steve Oliver DipPFS
      Chairman - Shropshire Chamber of Commerce, Shrewsbury Network Club Elected by the Groups Membership Jan 2012 After serving as Vice-Chair for a number of years, the opportunity to stand for the Chairman role was something I could not let pass me by. I hope to do the job with great energy and professionalism.