About Us

By striving to keep our costs low, we maintain very low fees compared to other advisers which enables us to continue to provide high-quality advice to the “average” UK earner or pensioner. For individuals we provide advice on Life Assurance, Retirement Planning, Savings and Investment planning and Estate Planning.

We also specialise in advising small companies and trustees on financial planning matters including Business Protection, Retirement Schemes and Trustee Investment Services.

If you have any financial issues you would like to seek advice on, please do not hesitate to contact us for a free initial discussion. At this meeting we can discuss your objectives and how they can be achieved with our ongoing advice and support.

 

Jonathan Ayres

Jonathan has worked in the financial services industry for over 20 years, starting with Insurance Companies Legal & General and Scottish Equitable and for the last 15 years as an Independent Financial Adviser.

Having witnessed the unsatisfactory nature of “sales-based” financial advice, Jonathan established Olive Wealth Management Ltd in 2008 to provide a high level of regular ongoing service to a select number of clients.

Jonathan lives in West Oxfordshire with his Illustrator wife, Sharon and two young children, Sophie and William.

Having previously enjoyed travelling to far-flung countries and trekking in the Himalayas and Africa, Jonathan and his family now limit their adventures to France and South-West England.

With the children plus two cats and three chickens, family life can be fairly hectic and sometimes a simple family picnic by a stream in the nearby Cotswolds can remind Jonathan of the things that really matter!

Want to know more?

Call us for a friendly chat on 01367 246024 or email: enquiries@olivewealth.co.uk