Piercefield Oliver Independent Financial Adviser - Cheltenham

Lisa King

I can't express enough how grateful I am to Louise and her team for their exceptional service. From the moment I reached out to her, Louise made me feel like more than just a client - she made me feel like a valued friend.

Louise's took the time to understand my financial situation, goals and aspirations, and with her guidance, I was able to make informed decisions that have positively impacted my financial future. Her personalised approach and attention to detail are second to none.

But what truly sets Louise and her team apart is their genuine care and dedication to their clients. They go above and beyond to ensure that every aspect of your financial journey is taken care of. From answering my countless questions to providing ongoing support and guidance, I always feel supported and confident in their expertise.

Working with Louise and her team has been a game-changer for me. They have not only helped me navigate the complexities of finance but have also empowered me to take control of my financial well-being. I can't recommend them enough to anyone who is seeking a financial advisor that truly cares about their clients and is committed to their success.

Thank you, Louise, and your amazing team, for everything you do. You have made a significant impact on my life, and I am very grateful.

Kay Martin

I cannot recommend highly enough. Louise is lovely and very easy to talk to. Showed genuine care and understanding of our situation and gave us good practical advice. We very much appreciate her taking the time to listen to us and for all the help.

Toby Klein

Louise and her team have recently provided me with a week of work experience. The tasks they had organised for me went above and beyond what I was expecting, and gave me a real sense of what it would be like to work this industry. They paid great attention to detail, giving me outstanding support and guidance. This very much reflects the service that they are able to provide to their clients. The skills that they have given me extend well beyond what may be traditionally associated with financial advisors. I was also lucky enough to feature on Matt’s money show on Cotswolds Radio which was an incredible experience. I would like to thank the whole team for providing me with such an insightful week with incredible opportunities and for making me feel so welcome and valued the whole time I was there.

L H

I was introduced to Louise through the divorce service Amicable and so far I have had 2 online meetings with Louise. Louise asked pertinent questions to ensure she understood my situation and has given me some specific tasks to complete within a timeframe. This structure was incredibly helpful at a stressful time. Louise was empathetic to my emotional needs as well as my financial ones and I really appreciate that. I found her easy to talk to and she was extremely clear about next steps. The online information gathering tool was very easy to use and intuitive which made the whole process straightforward, which was a blessing. My questions have been answered quickly and efficiently by Louise and Evan. I have no hesitation in recommending Piercefield Oliver, I am very grateful for the clarity Louise has provided about my pensions and planning for the future.

38 Monkey

My husband and I have recently changed jobs and, after some research into independent advisors, contacted Piercefield Oliver as we needed a comprehensive financial review. We are so glad that we chose to partner with Louise and Matt. The whole process was really straightforward, and they are both a pleasure to work with. The root and branch financial review they provided was extremely helpful. As a result, we feel much more confident making decisions about our future. We would wholeheartedly recommend Piercefield Oliver for their expertise, interest in the greater good, and just generally for being really nice people!

Sharon Ellmore

I came across Piercefield Oliver via the Resolution website. Having booked a half hour appointment with Louise, I came out feeling much clearer about my options. Louise followed up with further advice via email which was appreciated. Louise was extremely clear, personable, and was able to provide real-life experiences. Thoroughly recommended!

Mark Hammond

I wish more companies were like this! Having found Piercefield Oliver via an Amicable podcast (another great divorce related company) I was afforded a lengthy conversation, first with Matt who was very friendly and helpful and then with Louise who gave me an hour of her time under no obligation and having only just returned from holiday, to go through my divorce financial agreement circumstances. Louise offered some incredibly helpful general advice. As a result I will definitely be using Piercefield Oliver for all of my future financial planning needs. An A1 company, can't recommend highly enough.

Duncan Ogilvie

Posted on behalf of my mother: I have been using the services of Piercefield Oliver now for a number of years and have experienced nothing but professional expertise, empathy and guidance. My late husband was a chartered accountant so I left everything financial up to him. When he died I had no idea what to do and was totally ill equipped to deal with it all.

Fortunately Louise and Stephen were recommended to me by a dear friend and since they have taken me on I have felt secure and confident that I was being looked after by experts. They are, at the same time, friends and I know I could call on them to explain and soothe away anxiety when I get panicked by the latest doom and gloom in the media.

A resounding thumbs up to a lovely company.