Financial Planning Analyst


Olivia is an incredibly capable and dedicated analyst, employing her sharp mind and keen numerical ability to produce outstanding results for our clients.

Her thorough understanding of cash-flow modelling helps her to create and test numerous financial scenarios, ensuring that the advice we give is second to none and tailored to each and every client seeking our guidance.

She demonstrates a tireless desire to continually improve and learn, keeping her skills and knowledge sharp.

Olivia is currently studying towards her Diploma in Regulated Financial Planning.




  • Member of the Chartered Insurance Institute
  • Studying towards the Diploma in Regulated Financial Planning

Meet with

Olivia Baxter

To meet with Olivia, either call us on 01642 525050 or email