Meet our advisers

Olivia Flanagan

Olivia Flanagan

Olivia Flanagan DIPFS Cert CII (MP)

Independent Financial 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, and am now a fully qualified Independent Financial Adviser.

I take pride in building long term relationships with my clients to ensure that I can find solutions that help them achieve their personal and financial objectives. I find it extremely rewarding to help my clients achieve these financial goals. Creating a trustworthy and valued client relationship is a core principle to my business.



RO1 Regulation & Ethics
RO2 Investment Principles & Risk
RO3 Personal Taxation
RO4 Pensions & Retirement Planning
RO5 Financial Protection
RO6 Financial Planning Practice
CF6 Mortgage Advice
2:1 Undergraduate Degree from the University of Leeds in English Language and Linguistics (Ba Hons)


Location: Yorkshire