Olivia Martin

Senior Client Service Associate

Professionally

Olivia has worked in financial services since 2017, initially brand new to the sector, but has worked hard to continually increase her knowledge. This includes completing a Master’s in Business Administration in 2025 whilst working full time.

Olivia enjoys finding efficiencies within system processes and strives to support colleagues in providing high level care in our financial planning.

Personally

Outside of work, Olivia enjoys keeping fit by going to the gym, running and cycling. From this, Olivia regularly takes on different fitness challenges including triathlons and Hyrox, as well as taking part in charity events. The most recent of which was cycling from London to Paris, raising funds for Cure Leukaemia.

When Olivia does sit down, she enjoys reading, watching films and being creative through cross-stitch and painting.

Spotlight questions

What do you enjoy most about your job?

I enjoy creating efficiencies within system processes, helping others and interacting with clients. It’s great to see the positive impact our financial planning has on them.

What motivates you at work?

Working hard for the team, doing a great job and then being appreciated and thanked for it.

Who inspires you, and why?

My colleagues, whom I am always learning from, and David Attenborough, who always considers the wider impact our actions have on people and planet.

Tell us something people may be surprised to learn about you...

My undergraduate degree was in Archaeology, and I spent a month in Argentina completing fieldwork looking for prehistoric stone tools including handaxes.

What's at the top of your bucket list?

To travel and hike around New Zealand and one day meet an elephant.

Olivia’s Qualifications

  • MBA BA (Hons) CMgr FCMI

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