Oliff Associates ensures the highest level of customer care through our commitment to training, as well as regular conference calls and face to face meetings with leading fund managers.
To assist us in building your portfolio, we have invested in the latest analytical software tools, giving us access to asset allocation models provided by and internationally respected specialist consultancy.
Our investment of time and money enables us to respond to your questions and queries in an accurate and efficient way.
The benefit to you of our investment of time and money is that we can respond to your questions in an accurate efficient way.
Instead of taking commission we prefer to charge for our time and experience, it is fairer, more transparent and gives you better value for money.
Our fees are published on our website
We recognise that we need to give value for money and are confident that we do.
We ask that you are open and honest with us at all times.
Acting consistently with our values.
Being honest and transparent in our dealings.
Building trusted relationships.
Ensuring actions and decisions are fair, objective and balance.
Applying ethical practice that sincerely demonstrates good corporate citizenship
Jan set up this firm in 1992 in Bristol following on from an already successful career in financial services.
She is passionate about client service with a high level of ethics.
As a highly qualified financial planner she has many maturer clients whom she has advised over many years with regular annual reviews.
It is this total care approach that is part of the reason that clients continue to use her service over such long periods.
Call me on 0117 904 2831 |
Michael France
Adviser
and also
the Firm's
Business Manager.
Michael has
a Masters in Mathematics
and provides us with a comprehensive
research facility to match that of even
the largest of firms.
He has a strong interest in and detailed knowledge of Sustainable and Ethical Investment.
He also manages
the efficient running of our administration.
Call me on 0117 929 1994 |
Andrew Stone:
I have always been very impressed by the service I have received from Oliff Associates.
Their professionalism shines through; not just their advice but also their working methods.
I am very happy to recommenmd them to anyone who is looking for reliability and independences in their financial amd mortgage advisors.
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