Helping you achieve your life goals by thinking ahead today
At Piercefield Oliver, we are a Chartered and Accredited Financial Planning Firm with the Chartered Institute for Securities & Investment (CISI). We manage all aspects of financial planning and wealth management for individuals and families. As Independent Financial Advisers (IFA), we offer whole of market advice for investments, savings, Inheritance Tax, protection, trust planning, long-term care, retirement, and pension planning.
Our Services
We understand that everyone is different, and we take the time to understand your unique circumstances, goals, and aspirations. Our financial planning process is designed to help you achieve your life goals by thinking ahead today. Our services include:
- Estate Planning and Inheritance Tax: We help you plan for the future of your estate and minimize the costs of inheritance tax.
- Entrepreneurs: We offer bespoke financial planning for entrepreneurs, helping you achieve your business goals while managing your personal finances.
- Family Financial Planning: We help families plan for the future, ensuring that your financial goals align with your values and aspirations.
- Investing Sustainably: We provide guidance on sustainable investment strategies that align with your values and goals.
- Pensions: We assist with retirement planning, ensuring that you have a comfortable retirement and a secure financial future.
- Personal Insurance: We help you plan for unexpected events, providing peace of mind and financial security.
- Wealth Management: We manage your wealth, ensuring that your assets grow and your financial goals are achieved.
Our Expertise
Our team of certified financial planners, including Certified Financial Planners (CFPs), has the expertise to create a tailored financial plan that suits your unique situation. We take the time to understand your goals, risk tolerance, and preferences to make informed decisions about your financial future.
Our Six-Step Process
Our financial planning process is designed to provide clarity, focus, and ease. Our six-step process is:
1. Discovery: We understand your goals, values, and aspirations.
2. Assessment: We analyze your current financial situation and identify areas for improvement.
3. Strategy Development: We develop a personalized financial plan, tailored to your needs and goals.
4. Implementation: We help you implement your financial plan, ensuring that it aligns with your values and aspirations.
5. Monitoring: We regularly monitor your progress, making adjustments as needed.
6. Review: We review and update your financial plan to ensure it remains aligned with your evolving goals and circumstances.
Expert Insights
Stay up-to-date with the latest news and insights on key issues affecting our financial futures. Our team frequently publishes articles and blogs on topics such as tax planning, retirement planning, and estate planning. Explore our latest articles to stay informed and make informed decisions about your financial future.
Piercefield Oliver Reviews
Professionalism and Empathy
Piercefield Oliver has consistently delivered exceptional service, demonstrated by the numerous 5-star reviews from satisfied clients. From the initial introductory meetings to the ongoing financial planning and guidance, the team has shown professionalism, empathy, and expertise. Clients have praised the clarity and structure provided by their advisors, who take the time to understand their unique situations and offer tailored advice.
Client Testimonials
Many clients have expressed their gratitude for the guidance and support provided by Piercefield Oliver. They appreciate the team's ability to break down complex financial matters into understandable language, making the process less overwhelming. The online information gathering tool has been praised for its ease of use, and clients have received prompt and efficient responses to their questions.
Expertise and Guidance
Piercefield Oliver has helped clients navigate various financial challenges, including divorce, financial planning, and terminal illness. The team's expertise has provided peace of mind, allowing clients to focus on their well-being. They have also been recognized for their transparency and generosity in sharing advice, which has helped clients make informed decisions.
Consistency and Care
The consistency of Piercefield Oliver's service is notable, with many clients having worked with the team for an extended period. They have developed a reputation for being approachable, trustworthy, and available to their clients. Even when dealing with sensitive or urgent matters, the team has demonstrated care and consideration, ensuring that clients feel supported throughout the process.
