Oliver graduated from Kingston University with a Degree in Accounting & Finance in July 2024. He joined Wingate as a Trainee Private Client Support in December of the same year. In April 2025 Ollie successfully moved in the Paraplanning Team as a Trainee Paraplanner and is now currently working towards his Diploma in Regulated Financial Planning with the goal of becoming a Financial Adviser.
Outside of work Oliver enjoys martial arts, technology, and spending time with his family, including his dog and two cats.
• R01 – Financial Services, Regulations & Ethics
• R05 – Financial Protection
Wingate Financial Planning is a trading name of Wingate Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Registration No: 478923. Wingate Wealth Management Limited is registered in England No 6469596.
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