Get to know Olivia
I am a Client Services Executive, and I work closely with Abhi on new business, ensuring that all new clients have a point of contact so that they have an easy and seamless onboarding process. From the first enquiry to the final step of integration, I am committed to guiding our clients every step of the way.
I have worked in financial services for five years, having previously worked in helping international professionals in Switzerland with their financial planning. I have a degree in Events Management from Bournemouth University and have more recently completed two Chartered Institute for Securities and Investment (CISI) exams.
In my free time, I play netball and enjoy running. I have just completed my third half marathon. I also enjoy travelling and I will be embarking on my next trip to South America.
