Olivia Maynard

Assistant Financial Planner

Contact Olivia

01621 851 563

Olivia at work

Olivia has worked in financial services since 2013. She joined TFP Financial Planning Ltd in 2015.

Her role as an Assistant Financial Planner involves providing invaluable day-to-day support to our clients and planners , attending client meetings and managing our technical team’s work; which consists of preparing files for meetings, carrying out research, building financial plans and communicating regularly with our clients.

Olivia has completed her Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning and is now working towards her CII Advanced Diploma in Regulated Financial Planning.

Olivia's qualifications

Olivia at home

Olivia likes to read – a lot!

When she’s not buried in a book, she loves spending time with friends and family to achieve a really good home-work life balance. Olivia also enjoys going to the gym when she has the time.

Olivia in the spotlight

On an ideal weekend, you can find me:

On my paddle board with my puppy, Daisy.

My favourite holiday destination is:

Las Vegas.

My favourite song to play in the car is:

Home – Phillip Phillips.

The first album I bought was:

Ellie Goulding – Bright Lights.

If I could be any fictional character, I would be:

Jemma Simmons.

If I could turn any activity into an Olympic sport, I would win a medal in:

Reading science fiction novels.

When the dessert menu arrives, I'm looking for:

Crunchie cheesecake.

The three qualities that draw me to new people are:

Positivity, kindness and humour.

My pet peeve is:

Talking over people.

The best gift I've ever received is:

A ring from my grandparents with my favourite coloured stone in it.

The three people at my dream dinner party would be:

David Attenborough, Steve Irwin and Stephen Fry.

The three small things that make my day better are:

My puppy, sunshine and long light evenings.

Our expert team

Our goal is to make a meaningful difference to the lives of our clients; and to the lives of our team.

We have an enthusiastic and passionate team of people who are committed to the same cause: supporting our clients. You can find out a bit more about them on their individual profiles:

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