Oliver Tunnicliffe

Oliver is a Director and one of AAG’s most senior and experienced Wealth Managers who enjoys building bespoke financial proposals for his high net worth clients and their families, as well as supporting his team to do the same. Oliver believes the key to Wealth Management is taking the time to understand what makes clients tick, sharing in their goals and aspirations and then building a structured plan to help achieve them whilst guiding along the way. His approach is supported by a detailed understanding of personal finance and tax efficient solutions as well as several significant industry qualifications including Chartered Financial Planner, Retirement consultant and Later Life Planning specialist. Oliver also has a keen interest in Corporate Risk and Financial Education. In particular, his work with a number of businesses to resolve collective issues between Directors and Senior Managers, has shown the value of interactive, educational events both on a personal and a corporate level.

Outside work, Oliver is married and enjoys keeping active, playing a range of sports, including squash, hockey, golf and tennis.

Addresses

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

AAG Wealth Management is a trading name of AAGSJP Limited. AAGSJP Limited is registered in England and Wales, Number 04747316. Registered Office: 30 Lombard Street, London, EC3V 9BQ.