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James Oliver

James Oliver of Strategic Solutions Financial Services is based in Sherborne. James has up to 15 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)

Previous Employment:
HL Partnership Limited10/06/2019 to 11/08/2020
Speak Mortgages Ltd10/06/2019 to 11/08/2020
Bank of Scotland plc21/01/2009 to 11/11/2012
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