Oli Rosson-Jones
BA (Hons), MSc, APFS
Oli joined St James’s Place in 2021 after graduating from the highly regarded SJP Academy.
He is highly regarded by his clients for delivering friendly, holistic and authentic advice in a clear and straightforward way. He builds his client relationships on a foundation of trust, prioritising the creation and maintenance of long-term partnerships to help clients achieve their financial goals
Oli joined St James’s Place in 2021 after graduating from the highly regarded SJP Academy.
He is highly regarded by his clients for delivering friendly, holistic and authentic advice in a clear and straightforward way. He builds his client relationships on a foundation of trust, prioritising the creation and maintenance of long-term partnerships to help clients achieve their financial goals
About Oli
Oli works closely with younger generations of families who approach us with financial planning needs. With a long-term vision to grow and age alongside them, Oli helps them to navigate all major financial events and hurdles with careful and considered financial planning.
Oli is striving to improve and develop his financial planning expertise by continuing his professional development towards becoming a Chartered Financial Planner and Fellow of the Personal Finance Society.
Away from work, you’ll either find him on the golf course, braving a sea swim or crunching the questions at his local pub quiz.
Specialisms
- Pensions and retirement planning
- Investments
- Protection planning
- Inheritance tax planning
