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.