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Oliver Rea-Jayson Trainee Financial Adviser St Albans

I enjoy working in a small team where I can add value to ensure our clients achieve their financial goals and objectives.

Oliver Rea-Jayson, Trainee Independent Financial Adviser (IFA), St Albans

Oliver Rea-Jayson
Trainee Independent Financial Adviser, St Albans, Hertfordshire

Financial Planning Specialisms: Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax, Cash Flow Modelling

Oliver is a trainee independent financial adviser with the Lonsdale Services St Albans office. Oliver graduated from the University of Warwick in 2017 with a B.A. Hons Degree in Ancient History and Classical Archaeology.

Since 2013 Oliver has worked voluntarily as a Special Police Sergeant in the Metropolitan Police Service, London. He demonstrated leadership and organisation as a Special Constable which led to his successful promotion to the role of Sergeant.

St Albans Chamber of CommerceOliver is now studying for the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning Level 4. He works alongside Lonsdale Services Director and independent financial adviser, Richard Porter in our St Albans financial planning team.

In 2018 Lonsdale Services won the Retirement Planner Award (RPA) for Best Individual Pension Advice firm in the South East and Anglia, and we were ‘highly commended’ in the Estate Planner Adviser category. In 2017 we won the RPA Outstanding Customer Care award.

Out of work Oliver enjoys travelling to Europe and the USA and he has completed a 10-week road trip across America. Oliver has completed the Royal Parks Half Marathon a total of six times and whilst studying at university, he was a member of the Warwick Thai Boxing Society.

Oliver Rea-Jayson – To learn more about Oliver’s career, please read his LinkedIn profile.

Independent Financial Advisers in St Albans – Read more about our team.

Read more about our team of Independent Financial Advisers in St Albans.

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