Trevor Oloughlin Chartered Alibf Advdipfa

Managing Director & Chartered Planner at o\'loughlin & Co Financial @St. James's Place

Liverpool, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2014 — Present

Managing Director & Chartered Planner at o\'loughlin & Co Financial @St. James's Place

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St. James\'s Place Wealth Management is a FTSE 100 company, recently awarded “Wealth Management Company of the Year 2023\" by the City of London Wealth Management Awards. The company’s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

EDUCATION

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The London Institute of Banking & Finance

Chartered ALIBF

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Chartered Insurance Institute (CII)

AF1 AF4 AF5 AF7

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SOLLA

LLAA

ABOUT TREVOR OLOUGHLIN CHARTERED ALIBF ADVDIPFA

I have been a fully regulated Financial Planner for 24 years, qualified at Chartered…

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Trevor Oloughlin Chartered Alibf Advdipfa — Managing Director & Chartered Planner at o\'loughlin & Co Financial at St. James's Place in Liverpool, GB | Unifers