Hendrik Olivier

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My profile

I would love to help you make sense of your finances and work with you to make those all-important financial decisions for you and your family, helping you to achieve your financial goals.

My job as an adviser is more than just the financial advice. It’s establishing a relationship, building trust and creating a rapport in addition to helping people with their finances.

I enjoy really getting to know my clients, understand them and the way they think. Talking about finances can be difficult, so it is important for me to build a relationship of trust from the start so you can feel comfortable discussing your private matters.

It is important to me to understand what is important to you and what might perhaps concern you from a financial point of view. I often find that my clients do not always know what they want their finances to do for them, but I will help you articulate your aspirations, identify your needs and set goals with the aim of helping to improve your finances now, and for the future.

Once we’ve identified all of your motivations and concerns, I will work with you to put together a financial plan that will help you to achieve your financial goals and aspirations. Through regular review meetings I will make suitable recommendations, making adjustments as your circumstances and the world around us changes.

Building long-term relationships with my clients is imperative.

The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

Your home or property may be repossessed if you do not keep up repayments on your mortgage

Home reversion plans and lifetime mortgages are complex products. To understand the features and risks, ask for a personalised illustration.

I will work with you in a professional and pro-active way with the aim being, to improve your financial situation over time. I approach financial planning in a holistic way and will therefore look at all aspects of your finances. I want to understand the bigger picture so that I can help you in making your money grow and work for you. My knowledge and experience allow me to help you in the following areas:

  • Review your current financial position – helping to improve and make the most of what you already have.
  • Retirement planning – to help you achieve the lifestyle you want in retirement.
  • Savings and Investments – helping you to invest in the most tax-efficient way in order to maximise income and/or growth of your capital.
  • Trust and estate planning – to protect and preserve your wealth for future generations and to minimise your inheritance tax liability.
  • Mortgage advice – to guide you through choosing the right product that meets your specific needs and affordability
  • Equity Release – help you understand if this is the right route for you and advise on unlocking capital tied up in your home without the need to sell enabling you to remain in the property for life.
  • Protection – advise on adequate protection to help you plan as best you can, should the unexpected happen.

London Institute of Banking and Finance (LIBF):
DipFA – Diploma for Financial advisers

London Institute of Banking and Finance (LIBF):
CeMAP – Certificate in Mortgage Advise and Practise

London Institute of Banking and Finance (LIBF):
CeRER – Certificate in Regulated Equity Release

During a long career in IT I was always interested in investing, especially in property. This led to me starting a property investment portfolio, and as the business grew over the years, I became more involved in mortgages and other investments.

From there I gained my qualifications and became a mortgage adviser. I really enjoyed helping people understand their money and realise their dreams could be affordable but felt that there was so much more that I could help people with if I were a fully qualified financial adviser.

I get a great deal of satisfaction out of meeting people, helping them with their finances and making a difference in their lives.

Outside of work, I am a keen golfer and enjoy most other sports, especially Formula 1. I love fitness and going to the gym, and I am a proud supporter of Liverpool FC .