Member Article

Piercefield Oliver welcomes two new team members

LEADING financial planning company Piercefield Oliver has added a further two new faces to its rapidly expanding team for the start of 2015.

Lewis Jones, the company’s new Client Services Assistant, has been in the financial industry for eight years.

He started his career as a dealing administrator within a life company before moving onto HSBC as a Pension Review Consultant, then joining Novia Financial as a dedicated account manager to IFAs and clients.

Lewis is keen to start his training to become a qualified Paraplanner with Piercefield Oliver to provide direct support to directors Stephen Willis and Louise Oliver.

In his spare time Lewis has a passion for baking all things calorific and sweet and having been shortlisted for the Great British Bake Off last year, he is hoping to make it all the way through the finals in 2015.

To burn off his love of bakery, he spends time on the tennis court and is also a runner.

Allayne Green begins her career in the financial planning profession with Piercefield Oliver, taking a post as Client Services Assistant.

She has previously been in the financial services sector for more than seven years, working for JP Morgan and Nationwide Building Society, providing client services to various financial parties.

She is part ACCA qualified and is passionate about providing exceptional client service, ensuring that standards are upheld across the company.

Allayne supports women in business and is a member of the Everywoman network.

She is mum to a two-year-old son and outside of work enjoys quality family time, keeping fit and undertaking home improvement projects.

“These are two important new appointments for the company as we look forward to a busy 2015,” said director Stephen Willis.

“It is important to the way we work at Piercefield Oliver that we have a team who understand that we view money as a means, not an end in itself and that we help people see their money as a portal to a life which is planned for and which continues to evolve over time.

“We work with individuals and families and are there for them at times of change - retirement, inheritance, bereavement, separation or divorce - because times of change are when individuals and their families need to be able to take the long view about the direction their lives will take.”

Piercefield Oliver currently has offices in both Chesterfield and Bristol.

To find out more about Piercefield Oliver visit www.piercefieldoliver.com or call 0845 2578749.

This was posted in Bdaily's Members' News section by John Highfield .