With approaching 3 decades of experience each, founding partners Stephen Willis and Louise Oliver pay infinitely more than lip service to delivering the highest standards of professionalism and care. So at Piercefield Oliver we have a team that’s both highly experienced and qualified, and keeps its promises.
Stephen Willis has been in the financial services sector for over 25 years having worked for large corporates before setting up Piercefield Asset Management in 1998. He is a Chartered member of the Chartered Institute for Securities and Investment (CISI) and he qualified as a Certified Financial Planner in 2003. Stephen believes in setting high standards within business and has been responsible for Piercefield achieving accreditation with the CISI.
The CISI is the exclusive licensing authority for the Certified Financial Planner, which is an internationally recognised certification awarded to individuals who fulfil its stringent requirements and who have been appropriately tested. Stephen has been a dedicated member since 2003.
Stephen previously held the voluntary position of Chairman of the Board of Governors at a prep school, which employs 155 members of staff, responsible for 450 children, spanning three nurseries and the main school. Stephen was able to apply his business skills and financial knowledge in helping to support and guide the School’s Senior Management Team during his 3 year term.
Stephen has appeared and commentated on both local radio and BBC Radio 4 Money Box on financial matters of the day.
Louise Oliver has worked in the financial services sector for over 30 years and is a Certified Financial Planner (CFP) and a Chartered Wealth Manager. Throughout her career she has been a regular financial expert for the media, including BBC breakfast TV, BBC radio 4 Moneybox and local radio. Louise also appeared as an expert for a BBC Panorama programme which delved into the investment advice provided by the major high street banks.
Louise is keenly involved in supporting women in business and is the UK President of the British Association of Women Entrepreneurs (BAWE). BAWE is an internationally affiliated group, the membership is for women who have considerable experience in running their own businesses. BAWE is a network for women focused on optimising business opportunities including international trade.
Louise is a Fellow of Royal Society for the encouragement of Arts, Manufactures and Commerce. Louise has a particular focus on the financial services sector and how this can be adapted to promote social change and better understanding.
Louise enjoys working with families and individuals to help them to navigate through life’s changes. A particular focus has been with regard to divorce, business sales and bereavement.
Louise enjoys adventure holidays in her Motorhome and riding as a pillion on a Triumph Motorbike. She also likes to ski, but wishes she had learnt earlier in life to be more graceful!
Client Services Supervisor
Tammy has worked in Financial Services for 17 years on the Investment side of the business and now begins her career in Financial Planning at Piercefield Oliver. She is passionate about offering an excellent personal client service, whilst ensuring the company’s high standards are kept. Outside of work she has two boys and enjoys a busy family life together with her husband. Her hobbies include baking, entertaining friends and a passion for shopping!
Client Services Administrator
Katherine joined Piercefield Oliver in November 2015. She is a graduate of University College London with over ten years’ experience in the financial sector. Katherine previously worked at a stockbrokers in the City of London as part of their Investor Relations team and prior to that as a Personal Assistant.
Matt Rowe previously worked for an independent financial services recruitment business before pursuing a career within Paraplanning. He plans to employ the same mentality of delivering excellent service to clients at Piercefield Oliver and building strong long term relationships. Having achieved a First-Class Hons degree in Business Management (Economics) from the University of Gloucestershire, he is looking forward to continuing his studies and striving for the Investment Advice Diploma with the Chartered Institute for Securities and Investments. Outside of work Matt has a passion for skiing and world travel.
Matthew previously worked for a transport company in the live production and events industry, before pursuing a career in paraplanning. He is a graduate of the University of Southampton having achieved a degree in Mathematics with Actuarial Science, and is looking forward to commencing his studies towards the Investment Advice Diploma. Outside of work he enjoys football, golf and cricket.
Accredited Financial Planning Firm
Piercefield Oliver is proud to hold Accredited Financial Planning Firm™ status through the Chartered Institute for Securities and Investment (CISI). We have satisfied all requirements for accreditation by meeting the rigorous standards required in relation to ethics, experience, competence and professional practice to deliver effective financial planning services to members of the public.
Certified Financial Planner
CFP™ certification is the only globally recognised mark of professionalism for financial planners. The Financial Conduct Authority (FCA - the regulator for financial services) requires advisers to have professional qualifications at least to QCF level four. CFP™ professionals have a level six equivalent qualification (similar level to university degree). When seeking objective, expert and trusted financial planning advice you should always look for those who carry the CFP mark.
The CISI is the exclusive licensing authority for the CFP™, which is an internationally recognised certification awarded to individuals who fulfil its stringent requirements and who have been appropriately tested.