Oliver Bullivant

Administrator and Trainee Financial Planner
01226 447755
oliver@waterbridgewealth.com

When Oliver's at work

Oliver plays a key role in administration, planning, and technical analysis at Waterbridge. He supports the team with research and preparation of essential documents for the financial planners.

He is currently studying for his LIBF qualification to become a financial planner and has been gaining hands-on experience by taking notes during client reviews to build a deeper understanding of the financial planner’s role.

What Oliver gets up to in his spare time

Oliver is a travel enthusiast with a passion for exploring new places and immersing himself in different cultures. He enjoys a challenging hike – especially when it concludes with a well-earned drink at a pub!

We put Oliver on the spot

What is your proudest accomplishment?

Being part of an extraordinary world challenge team helping a school in Thailand.

If you could have dinner with any historical figure, who would it be?

Leonardo da Vinci.

What fictional world would you love to visit?

Narnia.

What hobby have you always wanted to pick up?

Scuba diving.

You’re in good company

Working with clients and transforming their lives is our favourite part of this job. Rather than talking about what we do, we’ll let our clients share their stories and feedback.

Brian and Karen

Leonie and Steve

Lloyd and Donne

Rob and Anne

Russ and Fiona
99%

99%

of clients would recommend us to family, friends or work associates

96%

96%

believe working with us has helped or will help them to achieve their financial objectives

100%

100%

were satisfied that we understood their needs, aspirations and objectives

Get in touch with the team

Use the form here to get in touch with the Waterbridge team. Please provide as much detail as possible, and we’ll get back to you as quickly as we can.

    Waterbridge Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA number: 734536. Registered in England and Wales. Company number: 09883876 Registered address: 13 Market Street, Penistone, Sheffield, England, S36 6BZ.

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