Olivia Middleton

Client Support

Professionally

Olivia is one of our newest additions to the team, having graduated from Manchester Metropolitan University in 2023 with a first class honours degree in economics and finance. 

Her role as client support administrator includes preparing cases for advisers, liaising with providers, gathering information, and maintaining client records. Additionally, Olivia provides updates to clients regarding their progress, as well as offering assistance as needed via phone or email. Olivia also works closely with Charlotte and Declan to create and provide digital content.

At the beginning of 2024, Olivia enrolled onto the CII Level 4 Diploma in Regulated Financial Planning to progress her career. 

Personally

On a quiet weekend, you’ll find Olivia in the kitchen, baking which she photographs and styles to add to her social media portfolio. When not making a mess, Olivia also enjoys spending her evenings outside in the fresh air with the dog and horse.

Spotlight questions

On an ideal weekend, you can find me

Shopping - bonus points if the dog is in tow!

My favourite song to play in the car is

Shoop by Salt-N-Pepa

My favourite holiday destination is

Maldives

When the dessert menu arrives, I'm looking for

Lemon meringue pie

If I could be any fictional character, I would be

Elle Woods from Legally Blonde

Simple Solutions Financial Planning is a trading style of Simple Solutions Financial Management Ltd, which is authorised and regulated by the Financial Conduct Authority. You can find Simple Solutions Financial Management Ltd on the FCA register by clicking here. Simple Solutions Financial Management Ltd is registered in England. Company registration number: 06920858. Registered address: The Base, Dallam Lane, Warrington Cheshire WA2 7NG.

The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The Base, Dallam Lane,
Warrington, Cheshire
WA2 7NG

Top