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Get to know Piercefield Oliver CISI Chartered & Accredited Financial Planning Firm

Piercefield Oliver Ltd is an independent, directly authorised firm of Chartered Financial Planners located in Worcestershire, UK. Founded in 2004, the firm has achieved both Chartered Financial Planning Firm status from the Chartered Insurance Institute (CII) and Accredited Financial Planning Firm status from the Chartered Institute for Securities & Investment (CISI). They specialise in providing holistic, long-term financial planning and wealth management services to private clients, business owners, and trustees, focusing on areas such as investment management, retirement planning, and estate planning.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Piercefield Oliver CISI Chartered & Accredited Financial Planning Firm

United Kingdom

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.