Oliver Moore
Managing Director
Oliver has 16 years experience and specialises in Pension Planning, pre and post retirement, investment planning and Lifetime Financial Planning.
Financial services qualifications held by Oliver are:
- DIP PFS – Personal Finance Society Diploma (PFS)
- Advanced Financial Planning Certificate (CII)
- J08 – Financial Planning Process
- J06 – Investment Principles Markets & Environment
- AF4 – Investment Planning
- G10 – Taxation & Trusts
- G60 – Pension
- K10 – Retirement Options
- K20 – Pension Investment Options
David Moore
Principal
David has 31 years experience and specialises in the area of Inheritance Tax Planning, Investments, family protection and Lifetime Financial Planning.
Financial services qualifications held by David are:
- G10 - Taxation & Trusts (CII)
- F20 - Personal Investment Planning (CII)
Danielle
Paraplanner
Danielle is a paraplanner / personal assistant and has worked for Strategic since 2003. She specialises in protection products, getting complaints resolved by top executives and baking amazing cakes!
Elyza
Administrator
Elyza is an administrator and has worked for Strategic since 2001. She works part time to allow her to concentrate on raising the profile of her very successful band ‘Caleb’.
Gemma
Personal Assistant
Gemma has worked for Strategic since 2007 and having taken a year to travel the world in 2010/11 she has recently rejoined the team. Gemma is training to be a full time paraplanner and has an excellent working knowledge of our client base adding a high level of efficiency to our service.
Laura
Paraplanner
Laura is a paraplanner and has worked for Strategic since 1994. Her main speciality is investments, but she can turn her hand to anything! She works part time to enable her to also play an active role in bringing up her children.
Sarah
Personal Assistant
Sarah is the new girl having joined Strategic in 2010. She is a personal assistant, but has a background in stockbroking and over 8 years experience within the financial sector.