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 been in the financial services sector for over 30 years and is a Certified Financial Planner (CFP) and a Chartered member of the Chartered Institute for Securities and investment. She has been a financial commentator on BBC breakfast TV, the BBC news channel and is a regular expert on BBC radio 4 MoneyBox, LBC and local radio. Louise also appeared as an expert for a 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 National President of the British Association of Women Entrepreneurs (BAWE). BAWE is an internationally affiliated group, the membership of which 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 opportunities.
Louise has many years of experience working with families and helping those family members who find themselves going through life changes such as divorce, selling a business, retirement and bereavement.
Louise likes to make a difference by empowering people with knowledge to make informed decisions in their lives. Her philosophy is seize the day!
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!
William Worsley has seven years’ experience in Financial Services working with individual and corporate clients. He has completed the Diploma in Regulated Financial Planning (DipPFS). Will began his career working in a High Street bank where he provided customers with savings products before he qualified as a Mortgage Adviser. After a year working abroad Will moved to Cheltenham and gained four years’ experience providing pension scheme administration and Employee Benefits consultancy services to corporate clients. Will most enjoys working closely with individual clients to find the best outcome for their needs.
Lucy has over 10 years experience in regulatory compliance covering a wide range of financial services. She has completed the Certificate in Financial Planning (CFP) and studied for a degree in quality management. She started her career in compliance in a high street building society headquarters before moving to a financial services outsourcing provider. After three years of living in America, Lucy is enjoying starting her career at Piercefield Oliver and providing compliance support and guidance to the team.
In her spare time she enjoys photography and interior design as well as spending time with her husband and two young sons. Since living in America, she has also developed a passion for travelling.
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.
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.