6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk


Financial Consultant, DipPFS

Oli has recently moved to Stroud, in the heart of the Cotswolds, with his better half. He loves all things country, be it dog walks, farmers markets or a nice cosy pub. 

Oli has worked as a Financial Consultant since 2017 and absolutely loves his job. Really getting to know his clients, what their underlying motivations are, as well as their future goals and objectives is a central focus for Oli. He then helps his clients develop a strategy to help them achieve these goals, through robust financial planning, regular reviews and a long-term relationship built on trust and transparency.

Before his career in Financial Services, he worked in the wine industry, helping clients choose the perfect bottle. Now he keeps this as a hobby and is always on the lookout for a new bottle to try!

Meet Oli