Independent Financial Adviser Forms Alliance with Local Hospice

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Left to Right: Mike Oliver, Principal and Founder, Mike Oliver Associates; Wendy Agate, Community Fundraising Manager, St Peter & St James Hospice.

Haywards Heath based IFA Mike Oliver Associates has joined forces with St Peter & St James Hospice to offer a tailored service for patients and loved ones.

Making important decisions about financial matters is never easy but during times of great personal distress, it can be much harder.  To help ease this burden and allow people to focus on what is truly important, Mike Oliver Associates is offering patients and families at St Peter & St James Hospice specialised financial advice. They will receive preferential rates and professional advice on a range of issues and if clients decide to use any of the services, Mike Oliver Associates will donate 10% of its fee directly to St Peter & St James Hospice.

Mike Oliver Associates (MOA) is a multi-award-winning team of Independent Financial Advisers, directly authorised by the Financial Conduct Authority (FCA).  The principal Mike Oliver has more than 25 years of industry experience and is a specially accredited adviser for Lifetime Advice. He is a member of the Equity Release Council and Equity Release Club.

This local firm has a national reputation for being friendly, professional and community-oriented with a close-knit team that is passionate about delivering a first-class service to clients.  Mike Oliver Associates also has a long history of supporting local charity initiatives and sporting events.

Mike recently won ‘Charity Champion’ at the BHBiz Awards and a Community Service Award from Haywards Heath Town Council in 2016.

I’m delighted to be able to offer support to this compassionate charity”, said Mike. “I hope that together we can make the business of financial planning a little easier for those that need it. The Hospice provides an invaluable service for the community in circumstances that can and do affect everybody. Community is something that is close to my heart and it’s at the very core of our business ethics.”

St Peter & St James Hospice is based in North Chailey. It provides expert and compassionate hospice care to adults in Haywards Heath, Burgess Hill, Uckfield, Lewes and the surrounding villages, and also supports their families and friends through the challenges of bereavement and grief. The vision of the hospice is to make a positive difference to the experience of everybody in the community who faces death or bereavement, by offering choice and support through expert and compassionate care, knowledge and understanding.

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Note to Editors:

Mike Oliver Associates will be providing professional advice and guidance on issues such as:

  • Making the most of a lump sum (e.g. an insurance payout or inheritance)
  • Dealing with significant life changes (e.g. a dependant becoming ill or a bereavement)
  • Planning for retirement
  • Investing or saving money
  • Buying a property, taking out a mortgage, equity release or any other type of Lifetime Advice.

www.moaifa.co.uk