Andy Oliver
Financial Adviser
Time in the industry
25 years
Qualification
Chartered Financial Planner
Fellow of the IFoA
Clients I most often work with
Professionals
Business Owners
Favourite hobby
Sailing!
In their words
I became a financial adviser because....
I’ve been interested in the world of personal finance and investment since I was young. It has always been an area I was curious about because, wrongly in my opinion, it is not taught in schools.
If I could meet my 18 year old self and teach them one thing...
I would tell myself to enjoy experiencing life more – it goes by too quickly.
Fun Fact
I sailed across the Atlantic in 2007 on a 45-foot yacht as the only English speaker in a crew of six Russians. It took 14 days. Safe to say, I was very chatty when I arrived in St Lucia.
I specialise in….
a variety of areas of planning, including tax efficiency and estate planning - but if I were to pick one just one, I would say retirement planning.
Outside of Luma, you’ll find me…
Sailing. Whenever possible. Whether it is racing with friends, cruising with family, or dinghy sailing with my kids. You simply can’t beat ‘messing about in boats’!
I had seen other financial advisors, but Andy was the first that gave me confidence.
Alistair,
London
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