Piercefield Oliver Independent Financial Adviser - Cheltenham

Lisa K.

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.

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.

Toby K.

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.

38 M.

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!

Mark H.

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.

Alex B.

Piercefield Oliver conducted a review of my parents finances after my father was diagnosed with terminal cancer. They worked quickly, as the circumstanced dictated, conducting themselves with care and consideration, communicating clearly and effectively whilst ensuring they understood my parents wishes.
Though my father has since died, he was comfortable to the end in the knowledge that my mother, siblings and I had all been looked after and my mum was in a comfortable new home which she loves, even though my dad is gone.
We all appreciate the work Louise, Matt and Tammy have done and would definitely use them again.

Kay M.

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.

Sharon E.

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!