Bringing years of client care and advice
Established in 1992, Oliff Associates has built a reputation beyond Bristol, with clients in London and the Midlands.
Our object is to bring clarity & simplicity to financial planning. The solutions are sometimes surprising but always focused upon you and your aspirations.
We aim to surprise and delight by providing reliable service to the most demanding clients.
You can telephone us on 0117 344 5664 or use our contact form
About key people
Jan Oliff, founding partner, has almost thirty years experience in helping her clients find the route to financial harmony.
Michael France MSci joined the firm from Bristol University having gained his masters in mathematics and is now a certified financial planner.
Michael manages the information process, carries out research and helps construct reports ensuring that our clients receive high quality and accurate information to support their decisions.
Claire Whitbread BA graduated from the University of Birmingham and provides an administrative service and manages the marketing resources for the firm
Chris Oliff— with considerable management experience in banking and niche insurance marketing spanning two decades, advises on mortgages and commercial loans.
He also manages the firm's technology.
Please view our fee structure here and ask for a copy of our Terms of Business.
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Oliff Associates is authorised and regulated by the Financial Services Authority