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Oliver Harris
Oliver Harris APFS
Chartered Financial Planner
Oliver has been working with Vale Independent Financial Advisers since July 2015 and has worked in the industry for over 15 years. He started his career as a Paraplanner whereby he gained valuable experience and detailed product knowledge. He is pension transfer specialist and a valuable member of the team. In his spare time Oliver takes part in Triathlons and has recently completed an Ironman. Oliver is married and has two daughters and a son.
Qualifications: BSc Economics, Advanced Diploma in Regulated Financial Planning, AF3 Pension Planning, AF5 Financial Planning Process, AF8 Retirement Income Planning, Diploma in Regulated Financial Planning, Certificate in Equity Release, Certificate in Mortgage Advice, Certificate in Lifetime Mortgage Advice, Certificate in Long Term Care Insurance.
Paul Edwards
(Dip PFS) - Director
Joseph Nash
BSc (Hons) FPFS - Director & Chartered Financial Planner
Andrew Nash
(Dip PFS) - Financial Adviser
Oliver Harris
(AFPS) - Chartered Financial Planner
Geoff Pengilley
(AWPETR Chartered ALIBF) - Financial Adviser
Jon Perry
(Dip FA) - Financial Adviser
Ian Chiplin
(Dip FA) - Financial Adviser
Paul Edgeworth
(Dip PFS) - Financial Adviser
Jonathan Webber
(Dip FA) - Financial Adviser
Angharad Thomas
Administrator
Emma Grant
Administrator
Owain Thorngate
(Adv CeMAP CeRER) - Mortgage Advisor