Oliver Balcomb

Advising clients since: 2026

Qualifications: Chartered Financial Planner (CII), CISI Investment Advice Diploma

Areas of expertise: Investment Planning (including individual securities), Inheritance Tax & Estate Planning, Retirement Planning & Cash Flow Modelling

Oliver has built his career in financial services since 2013, progressing from administrative roles through to Financial Planner. This breadth of experience provides him with a deep understanding of the advice process and what truly matters to clients at every stage of their journey.

He is a Chartered Financial Planner at Westminster Wealth Management, reflecting his commitment to the highest professional standards and ongoing development.

Oliver believes financial planning should be centred around people, not products. His focus is on helping clients achieve their financial goals with clarity and confidence, enabling them to live the life they want while knowing their financial future is secure. He takes particular satisfaction in providing clients with peace of mind, removing financial uncertainty so they can focus on what matters most.

Outside of work Oliver enjoys spending time with his young children and his wife, occasionally finding time to compete in endurance running challenges.