Piercefield Oliver Independent Financial Adviser - Cheltenham

Duane C.

I spoke to Louise Oliver of Piercefield Oliver to get some advice for Financial Planning with a divorce in mind . She was very professional, offering expert advice to set me on the right path . This was my 30min free consultation which ended with her honestly saying that I didn't need them at this stage. At the same time wishing me the best of luck and to get in contact if needed.
Rare to get such friendly, open advice these days. I highly recommend trying them first if you need the services of a Financial Planner.

Bettina H.

Going through a divorce and not really knowing where to start, I decided to seek advice from a financial advisor to give me a clearer insight of my financial situation and perspective. Louise at Piercefield Oliver was recommended to me by a friend and has been an incredible support, way beyond the financial aspects. Through the whole process, I felt I had a true advocate and felt advised to my best interest. Louise and Evan have taken time to understand my situation; they also made me aware of what I needed to take into account. They produced a comprehensive lifetime cashflow forecast, even stress-testing it in the event that I am unable to work (I am self-employed). The cashflow forecast was clearly presented and again, they took time to answer all my questions. I have now a much clearer view of where I stand and how to plan for the future, which is extremely empowering. I feel more in control and more confident, and feel now well equipped to enter the financial agreement negotiations. I would 100% recommend Louise and her team at Piercefield Oliver if you are going through a life-changing event and need some financial clarity.

The B. M.

Working with Piercefield Oliver for almost two years now, as a business owner and on a personal level, their insights, expertise and professionalism has resulted in excellent results on both levels. I would absolutely recommend this talented team as your financial advisers.

Peter A.

I am very grateful to Matt, Louise and the rest of the PO team for the work they did with me leading to a very comprehensive financial review. They responded positively to key questions that I raised and set it all in a comprehensive framework of advice and guidance. Their approach is professional, friendly, engaging and when needed, challenging. Thank you for setting us off on a secure route to the future!

38 M.

My husband and I have recently changed jobs and, after some research into independent advisors, contacted Piercefield Oliver as we needed a comprehensive financial review. We are so glad that we chose to partner with Louise and Matt. The whole process was really straightforward, and they are both a pleasure to work with. The root and branch financial review they provided was extremely helpful. As a result, we feel much more confident making decisions about our future. We would wholeheartedly recommend Piercefield Oliver for their expertise, interest in the greater good, and just generally for being really nice people!

L H.

I was introduced to Louise through the divorce service Amicable and so far I have had 2 online meetings with Louise. Louise asked pertinent questions to ensure she understood my situation and has given me some specific tasks to complete within a timeframe. This structure was incredibly helpful at a stressful time. Louise was empathetic to my emotional needs as well as my financial ones and I really appreciate that. I found her easy to talk to and she was extremely clear about next steps. The online information gathering tool was very easy to use and intuitive which made the whole process straightforward, which was a blessing. My questions have been answered quickly and efficiently by Louise and Evan. I have no hesitation in recommending Piercefield Oliver, I am very grateful for the clarity Louise has provided about my pensions and planning for the future.

Lisa K.

I can't express enough how grateful I am to Louise and her team for their exceptional service. From the moment I reached out to her, Louise made me feel like more than just a client - she made me feel like a valued friend.

Louise's took the time to understand my financial situation, goals and aspirations, and with her guidance, I was able to make informed decisions that have positively impacted my financial future. Her personalised approach and attention to detail are second to none.

But what truly sets Louise and her team apart is their genuine care and dedication to their clients. They go above and beyond to ensure that every aspect of your financial journey is taken care of. From answering my countless questions to providing ongoing support and guidance, I always feel supported and confident in their expertise.

Working with Louise and her team has been a game-changer for me. They have not only helped me navigate the complexities of finance but have also empowered me to take control of my financial well-being. I can't recommend them enough to anyone who is seeking a financial advisor that truly cares about their clients and is committed to their success.

Thank you, Louise, and your amazing team, for everything you do. You have made a significant impact on my life, and I am very grateful.

Duncan O.

Posted on behalf of my mother: I have been using the services of Piercefield Oliver now for a number of years and have experienced nothing but professional expertise, empathy and guidance. My late husband was a chartered accountant so I left everything financial up to him. When he died I had no idea what to do and was totally ill equipped to deal with it all.

Fortunately Louise and Stephen were recommended to me by a dear friend and since they have taken me on I have felt secure and confident that I was being looked after by experts. They are, at the same time, friends and I know I could call on them to explain and soothe away anxiety when I get panicked by the latest doom and gloom in the media.

A resounding thumbs up to a lovely company.