Oliver Mead

Client Account Manager

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Oliver Mead is developing his career in financial planning and is currently working towards his CII qualifications. He graduated from Cardiff University with a degree in Banking and Finance, which gave him a strong foundation in financial markets, banking and the wider financial services industry.

During his year in industry, Oliver gained experience working with clients across the globe, particularly in the UK and US. That experience helped him understand how people’s circumstances, priorities and expectations can differ. He brings that perspective to his work at Humboldt Financial as he continues to build his knowledge.

Oliver is interested in the personal side of financial planning: understanding what matters to someone before considering the options available to them. He enjoys learning from colleagues and developing the skills to support clients with clear, thoughtful guidance throughout their financial journey.

Outside work, Oliver plays football at the weekends and supports Watford. He also enjoys spending time with friends, going out for coffee and taking his dog for walks.

Are you ready to get financial advice?

Join our community of hundreds of motivated and like-minded individuals who are writing the future today, while securing their legacies for tomorrow.

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one.

Retirement Income

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

FAQ

What’s your favourite part of your role?
Meeting different people and learning how their goals and priorities shape the decisions they make. I also enjoy putting what I’m studying into practice.
I’m developing my knowledge across financial planning while working towards my CII qualifications. My degree in Banking and Finance gave me a foundation that I’m keen to build on.
People often have several goals they’re trying to balance. I support the team in understanding each client’s circumstances and exploring how their different priorities fit together.
It’s a welcoming and collaborative team. People are happy to share their knowledge, and there’s a real focus on understanding each client as an individual.

Connect with Oliver Mead

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