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Your Personal Financial Director

Having proper financial plans in place is essential – that’s why we partner with you to build a plan for the future, while giving you the support you need to live life to the full today. We make finance a family affair, by facilitating family meetings to gain a complete picture of your circumstances, plus your life intentions and goals. Our service can be a real eye-opener – enabling joined-up thinking across the generations.

Why choose us?

Piercefield Oliver help individuals and families realise their life ambitions, by moving beyond coping with short-term financial responsibilities. Not only do we understand all aspects of financial planning, but we also appreciate the simple truth that everyone is different. To make the most of your wealth, it should be planned for on a family-wide basis – after all, it continues to evolve over time, just as our lives tend to.

  • We work closely with you and your family members to create budgets, cash flow forecasts and other visuals to reach informed decisions.
  • We collaborate with our fellow professionals to include legal and tax advice (e.g. intergenerational and succession planning, inheritance tax planning, divorce, bereavement, and selling your business).
  • We can advise you on new investment strategies or evaluate your existing arrangements to make sure they match your future financial planning needs. Then we act as ‘gatekeeper’ – ensuring your investment requirements and expectations are met now and in years to come.
  • We earn your trust, so you can have total confidence in our advice and the decisions you make as a result.

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“We've been able to see the finances of our wider family. Which means that our financial plans are now co-ordinated across the generations. This includes not just investments, but mortgages and taxation, including inheritance planning. In a nervous world, this has given us all greater confidence for all our financial futures.” - Justin Urquhart-Stewart

"Under Piercefield Oliver’s supervision over many years and with their faultless personal attention, the team have managed my financial affairs very well. They also advise the rest of my family and it gives me great peace of mind to know that there is someone keeping an overall eye on things" - Liz Klein

Premium Family Office can provide

Succession planning

Planning for passing wealth down to the next generation in a tax-efficient way without compromising financial independence and security.

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Wills, Lasting Powers of Attorney and Trusts

We prompt a review to reflect changes to the family dynamic and financial resources.

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Bereavement financial planning

We assist in gathering financial data for probate, to forecast future lifestyle costs; we can also change and implement arrangements to maintain financial independence and security.

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Divorce financial planning

We help you understand the process, gather and present financial data to forecast future lifestyle costs; and discuss arrangements to maintain financial independence and security.

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Advice on selling your business

Forward planning for a tax-efficient result.

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Retirement planning

We talk you through pension options that work for you.

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Cheltenham

105-107 Bath Road
Cheltenham
GL53 7LE

Piercefield Oliver is a trading name of Piercefield Asset Management Ltd which is authorised and regulated by the Financial Conduct Authority. Our FCA register number is 402963. Registered in England & Wales No. 3608688.
Registered Office: 105-107 Bath Road Cheltenham GL53 7LE
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
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