Oliver Bullivant

When Oliver's at work

As a Financial Planner at Waterbridge, my role focuses on building strong, long-term relationships with clients and helping them achieve their financial goals through clear, strategic planning.

I also conduct regular annual reviews to ensure that our financial plans continue to reflect our clients’ circumstances and remain aligned with their objectives.

Behind the scenes, I’m hands-on with client servicing, working closely with our administration team to ensure a smooth and stress-free experience, from paperwork to provider communications. My goal is to make the planning process as seamless and supportive as possible.

In addition to my client-facing responsibilities, I also research and approach new providers to ensure we’re offering the most suitable solutions available. I work closely with the senior team to refine our internal systems and processes, helping to continuously improve the experience we provide for our clients at every stage of their journey.