About Piercefield Oliver
Piercefield Oliver is a Chartered and Accredited Financial Planning Firm based on the prestigious Montpellier Parade in Cheltenham, serving clients across Gloucestershire and the Cotswolds. The firm has earned an excellent reputation for exceptional service, personalised advice, and consistently positive investment results, with 26 reviews from trustworthy sources praising the team's straightforward approach, comprehensive financial reviews, and supportive demeanor. Led by principals Louise and Matt, Piercefield Oliver combines technical expertise with genuine care for clients' financial wellbeing and life goals. Their Chartered status with the Chartered Institute for Securities & Investment (CISI) represents one of the highest professional standards in the wealth management industry.
The firm specialises in holistic wealth management and financial planning for individuals and families, managing all aspects of clients' financial lives from investment portfolios and pension planning to tax-efficient strategies and retirement income planning. Client testimonials consistently highlight the team's ability to provide clarity and confidence – as one client noted, "The financial planning has been a revelation to all my family members and has given them the one word we all need in this period of austerity – confidence." This focus on providing peace of mind, not just financial returns, distinguishes Piercefield Oliver's approach. They take time to understand not just clients' financial circumstances, but their values, aspirations, and what they want their wealth to achieve for themselves and their families.
Operating on a fee-only basis ensures Piercefield Oliver's advice remains completely independent and aligned with clients' best interests, free from product commissions or provider incentives. Their offices on Montpellier Parade place them in one of Cheltenham's most elegant districts, reflecting the quality and professionalism clients can expect. For Cheltenham and Cotswolds residents seeking a Chartered firm that combines investment expertise with thoughtful, comprehensive financial planning and a genuine commitment to client relationships, Piercefield Oliver represents an outstanding choice. Their consistent client reviews praising both technical competence and personal service demonstrate a firm that truly delivers on its promises.
Fee Structure
Piercefield Oliver operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.