Oli Drummond

Associate Director, Financial Planning

Oli joined the industry in a more unconventional way, having completed an apprenticeship straight after his A levels. Since then, he has held a variety of roles, from trade support to sales, before moving into financial advice.

Along the way, he discovered his passion for engaging with clients and building trusted relationships to help them protect and grow their wealth. Oli finds the most rewarding part of his role is helping clients and their families achieve their financial goals through strategies that are both effective and tax-efficient.

He recently passed his Level 6 Advanced Financial Planning exam and is now working towards Chartered status. Outside of work, you can find Oli playing football for our 7IM football club, keeping fit at the gym, or hitting the slopes during ski season.