Mount Stuart Wealth Management, gets to know you and your goals to provide bespoke, focused, and specialist advice to help you on your financial journey.
“I am really excited to progress within Mount Stuart and have aspirations to become CII qualified. I really enjoy working with my colleagues in order to gain further knowledge and experience to enhance my own ability and the clients’ experience with us.”
Oliver Ross
Oliver began his career in the financial services industry in 2014 working for a third-party provider to St. James's Place, where he built up his knowledge of the investment administration systems. Oliver has also worked with a number of other investment platforms, including Aegon & James Hay.
Oliver joined Mount Stuart in 2022 as our Wealth Management Administrator and is responsible for liaising with external providers to obtain policy information, as well as dealing with all investment administration, and contributing to dedicated business projects as they arise, to ensure an efficient and positive client experience.
He enjoys the fast-paced nature of Mount Stuart and the fact that no day is the same. Problem-solving can be a large part of the role and Oliver enjoys the challenge of obtaining the information required for clients and meeting deadlines.
Outside of work, Oliver enjoys relaxing with friends and is a keen Chelsea football fan.