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Oliver Carpenter
Financial Consultant at Morrinson Wealth
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Work Experience
Financial Consultant
Oct 2019 - Present · 5 years and 3 months
Investment Advisor
Jun 2017 - May 2019 · 1 years and 11 months
Head Client Associate
Aug 2014 - May 2017 · 2 years and 9 months
Company Details
51-200 Employees
Morrinson Wealth is a thriving wealth management practice in the City of London. We understand that few people have the time, nor the resource to manage their financial affairs efficiently themselves. Our core philosophy is to place clients at the centre of everything we do. In a partnership for life, we’ll give you the peace of mind knowing that we will be there for you every step of the way, looking after your financial journey together. So you’ll be empowered to do whatever you want, when you want - from buying a new home or planning a dream holiday, to paying school fees or retiring early. We’ll do this by understanding the unique results you want, when you want them and how you want to get there. We’ll then aim to grow your investments simply and effectively to work towards achieving those goals. Morrinson Wealth offers its clients the following proposition: • A personal, face to face and highly professional advisory experience • Understanding your specific financial objectives • Implementing a process that enables you to review financial affairs as often as you wish • Keeping you informed of the latest news and any changes that might affect your personal situation • Ensuring all correspondence and literature is clear, easy to understand and relevant. We can also help with the following areas: • Building & preserving wealth • Financial protection against risk • Managing cash & borrowing. The value of your investment can go down as well as up. You could get back less than you invested. Morrinson Wealth 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 20/04/22.
Year Founded
2012
Social Media
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Industry
Financial Services
HQ Location
1st Floor, 30 Lombard St London, EC3V 9BQ, GB
Keywords
Financial AdviceWealth ManagementTax PlanningPension PlanningInvestment PlanningEstate Planning
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