BSc (Hons), CISI
Oliver Simmonds is a Financial Planner. He joined Attivo in 2025.
Oliver is a Chartered Fellow of the CISI. Oliver is also a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Oliver holds both the Diploma and the Advanced Diploma in Financial Planning:
Financial planning: Oliver builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons
