Dominic Ollis

Works nationally with clients across the UK

Areas of expertise

• Pensions and Retirement Planning
• Investment Planning

Experience

Dominic has worked in the financial services industry for over 15 years and has been advising clients for over 7 years, providing holistic advice to individuals and trustees.

Notable client work and achievements

I have worked with a large and varied client bank over the years and ensured my clients have been able to quickly and efficiently reach their financial planning goals and objectives.

Professional qualifications and memberships

• Diploma in Regulated Financial Planning
• Certificate in Mortgages
• Certificate in Equity Release
• Certificate in Discretionary Investment Management
• Certificate in Pension Transfer Advice