Meet our advisers

Olivia Flanagan

Olivia Flanagan Bio Pic

Olivia Flanagan CERT CII (MP)

Mortgage & Protection Adviser

About you

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.

 

Qualifications

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)

 

Location: Yorkshire