Olly Cheng
Financial Planning Divisional Lead - Rathbones
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Biography
Olly is financial planning divisional lead at Rathbones, one of the UK’s leading wealth and asset management groups.
He is a chartered financial planner, a Fellow of the Personal Finance Society, and has been part of Rathbones financial planning since the acquisition of Saunderson House in October 2021.
Olly has been authorised to provide advice directly to clients since 2012, and for much of his career has taken on a technical role alongside managing client relationships.
For his clients he is responsible for providing a combination of strategy, technical advice and investment planning.
Olly has a particular specialism in estate planning, having obtained a diploma from the Society of Trust and Estate Practitioners (STEP).
Declaration of any potential conflicts of interest
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