Oliver Mustin
Chartered Wealth Manager FCSI, Chartered Fellow of the CISI
I founded Mustin Pearce Financial Management on my core principles of helping clients grow, protect and enjoy their wealth which is something I take a great deal of pride in. This has been my greatest achievement to date and growing the business and helping more individuals look after their assets is the long term plan.
About
I set up our business in 2022 after working in the financial market for nearly 20 years. Building my own business came from a desire to shape a service around my goals of . transparency and honesty on the back of a solid foundation and understanding of the financial world but with the bonus of being my own boss.
Our areas of expertise include advising on Inheritance tax planning, pensions, life assurance planning and investment planning with a particular outreach to business owners, retirees and professionals.
My goal is simple; to continue working alongside current clients, watching their investments and financial situation grow whilst also reaching out to new prospects to begin the special journey with them.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
