Associate Partner Practice of St. James's Place Wealth Management
“Olivia presented on LGPS and TPS to employees at The Mead Educational Trust and nothing was too much trouble. Her specialist technical and sector knowledge and her friendly, approachable style were well received and a high number of colleagues took up her offer of one to one consultations. I would recommend her unreservedly.”
Debbie Stanley, HR for Education Ltd, Nottingham
“Olivia works closely with our education trust. I contacted her to get a full financial health check and with queries we had with pensions. Olivia has added value to our finances through her advice. She has helped us to grasp the benefits through a public sector pension and additionally helped with my husband's private sector pensions. Olivia is extremely professional and knowledgeable and she has been invaluable in helping us with our financial arrangements.”
Name Supplied, Teaching Assistant, Melton Mowbray
“Olivia has been my financial adviser for the last 4 years. She has always put my interest first by giving sound, trustworthy advice based on a sound knowledge of the financial markets. The service and support has always been exceptional. She is always available to respond to any questions no matter how trivial and answer them in easy to understand terms. I would therefore not hesitate in recommending her to anyone.”
Dr Mick Bolton, Retired, Lutterworth
“Olivia has been a huge help to both the MAT I work in and personally. She provides advice to our staff on their personal finances, which is hugely appreciated and has played a pivotal role in developing enhanced returns on our organisational assets. Her support is invaluable and she is definitely one of our team. I’d happily recommend her and have done several times already.”
Stephen Mitchell, COO - Spencer Academics Trust, Derby
“Olivia Shipstone became my financial adviser in 2016. She came highly recommended and has not disappointed. Because of her comprehensive knowledge, a consultation regarding my Teachers Pension was smooth and easy to understand. She has been able to provide me with further excellent advice regarding other pension investments. Olivia meets with me annually to review investments, providing sound advice and guidance. I would recommend her services without reservation.”
David Herd, Retired Teacher, Leicester
“I have always been impressed with Olivia's sound advice. She has tailored her support and services specifically to the needs of my partner and I. Not only is she trustworthy and reliable, she is also very personable. I have no hesitation in recommending her to anyone, particularly those with a teaching background as she totally understood what we wanted to ensure we have a secure future.”
Troy Jenkinson, Head Teacher, Nottingham
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Past performance is not a guide to future performance.
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.
OCS Wealth Management Ltd is registered in England and Wales, Number 10548231. Registered Office: Bridgford Business Centre, Bridgford Road, West Bridgford, Nottingham, NG2 6AU.