We are there for people at times of change in their lives and our clients tend to stay with us for the long term. Here are some examples of clients we continue to advise and work with and some testimonials as to the positive experiences they’ve had in working with us.
Case Studies
The Client Experience (1 of 3)
Penny Haslam & Steve Blears discuss their experience of going through the Piercefield Oliver Financial Planning process
The Client Experience (2 of 3)
Penny Haslam & Steve Blears discuss their experience of going through the Piercefield Oliver Financial Planning process
The Client Experience (3 of 3)
Penny Haslam & Steve Blears discuss their experience of going through the Piercefield Oliver Financial Planning process
Bereavement
“My initial involvement with Louise and her team came about as a result of my father passing away. It was many years ago now but
Divorce
“I just want to say a big thank you for all your advice. After seeking help from a solicitor, I was advised to get some
Bereavement
When Tonia Roberts lost her husband to cancer in 2007, for a long time she couldn’t think straight. Her husband, Elwyn, had always managed the
The Busy Anaesthetist
Dr Maggie Cobley is an anaesthetist at the University Hospital, Llandough Nr. Cardiff. She and her husband had been with another financial adviser for several
The Retiring Company Director
“I was a director of Elizabeth Shaw,” says Paul Keith, now retired. “I worked very hard to turn the business around from making a huge
Protector of a Family Trust
‘In 2012, I was appointed Protector of a hugely complex off-shore family trust on behalf of two cousins one in the UK and one abroad,”
The Busy Entrepreneur
Soon after Ross Snape was appointed MD of a privately owned company in 2004, a colleague introduced him to Piercefield Oliver. Ross was considering setting