Nick started his career on a graduate scheme with Sun Life of Canada in 1997 before becoming an Independent Financial Adviser in 1999 with Millfield Partnership. Most recently, he was a partner at Wardour Partners Asset Management. Nick advises high net worth individuals and families, creating bespoke financial planning solutions to increase and preserve wealth for future generations.

Outside of managing Olivetree Wealth, Nick focuses on his family and improving his tennis, which takes a lot of time!

Karen has worked in financial services providing support to independent financial advisers for 20 years. She has a wealth of experience in dealing with compliance and the running of small businesses.

Jane has worked with Olivetree Wealth since inception and worked with Nick since 2007!

Jane is an important part of the firm, with her main focus on ensuring new clients are made to feel welcome at Olivetree Wealth.

Jane has a busy family life and sees working with Olivetree a less stressful job!

Jo joined Olivetree Wealth in October 2021 and works alongside Nick, her main role is to analyze our client’s objectives and research appropriate solutions.

Jo’s is meticulous in her work and keeping Nick on his toes, she has been great addition to Olivetree Wealth.

Prior to working with Nick, Graham worked in the city for 25 year with various financial institutions, including Merrill Lynch, on the trading & broker desks.  

Graham’s focus is to provide an excellent service to Olivetree Wealth clients, which he does with characteristic charm.

Graham was a keen rugby player, travelling the world with his amateur team (with stories to tell!) and now an avid rugby spectator.