Simon Olive, Managing Director
Simon was born in 1964, educated at Millfield School in Somerset and gained his degree at Warwick University in Business & Finance, encompassing Marketing, Management Accounting, Corporate Planning & Economics.
He has worked within the Financial Services Industry since August 1985 as a Financial Adviser and has managed teams of Financial Advisors.
Since 1995 he has been a Management Consultant advising owners of Advisory Firms on business development strategies. He has a very pragmatic style based on his understanding of what it is like at the coal face. The Businesses he works with appreciate his objective, insight, creativity and ability to explain the complex simply.
He is well known in the Industry for his expertise around Fees in the Advisory Market and developing New Business Models & Structures considering the evolution of Wrap, changing legislation, RDR and TCF. He is also forward thinking and skilled around productivity & profitability improvement, Marketing and Business Organisation.
He has worked within a team of extremely talented Consultants for many years with many firms across the Advisory market - SME’s, Nationals, Service and Product Providers.
He has a strong reputation as a platform speaker on business issues, including talking at MDRT in Toronto in 2008 and at the Dealers Group Workshops in 2010.
He has also written under the Industry Expert Column for Money Marketing.
Simon is married with two children and enjoys most sports, but these days only gets to play golf – badly!