Jonathan Ollerenshaw

I am a Chartered Financial Planner. I provide holistic financial advice to high-net-worth clients.

I have attained a wealth of experience over a career spanning almost 20 years having worked for Aviva, HSBC, Lloyds Wealth Management and Bank of Scotland Investment Services and now Shackelton Advisers for two years as an IFA.

I pride myself on taking time to really understand my clients’ aims, objectives, and priorities. I work closely with them to achieve the best financial outcomes for themselves and their families.

I provide expert and qualified advice on a wide range of financial planning areas including investments, tax planning, pensions, retirement planning, insurance, inheritance tax planning and estate planning.

Outside of work I enjoy spending time with my two children and being outside as much as possible.
I keep active with various DIY projects and love my road cycling and as well as other sports.