Meet our advisers
Olivia Flanagan CERT CII (MP)
Mortgage & Protection Adviser
After completing a degree at the University of Leeds in 2018, I started my career as a Trainee Independent Financial Adviser. Having qualified in this area, I advanced into a Mortgage & Protection Adviser role, which I been doing now for over two years. I am experienced in most aspects of mortgage and personal protection advise, helping clients such as first-time residential buyers, home movers, first time landlords, portfolio landlords and lending into retirement.
I take pride in finding solutions that help clients achieve their personal and financial objectives in a timely manner and find it extremely rewarding to help clients achieve their financial goals. Creating a trustworthy and valued client relationship is a core principle to my business.
RO1 Regulation & Ethics
RO2 Investment Principles & Risk
RO5 Financial Protection
CF6 Mortgage Advice
CERT CII (MP)
2:1 Undergraduate Degree from the University of Leeds in English Language and Linguistics (Ba Hons)