Oliver Sloam
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Oliver Sloam graduated from The University of Birmingham in 2005 with a BA in Political Science and subsequently obtained an LLB degree from The College of Law. He is a full member of the Society of Trust and Estate Practitioners (STEP).
He spent a year in The City of London acting in Financial PR and subsequently trained and qualified as a solicitor in 2012 at Howard Kennedy (formerly Howard Kennedy FSI).
Oliver specialised previously in Private Client law, advising on the Administration of Estates, Wills, Inheritance Tax planning, Lasting Powers of Attorney and the formation and registration of Charities.
He is now involved in all aspects of our firm’s activities and development and co-ordinates all legal issues of the firm.
Firm Description:
Nigel Sloam & Co is an independent firm of actuaries and consultants, established in 1979, with a strong focus on producing imaginative and effective solutions for an extraordinarily diverse clientele.
We offer a full range of services, actuarial, investment consulting, independent trusteeship and financial planning advice across the pension spectrum and in the assessment and quantification of future uncertain financial events.
We aim to ensure that our clients receive a full and comprehensive menu of information so that they can make the best possible decisions. In a pensions context, the NSS Solution is that pension planning must be integrated with financial planning for other assets and resources in the most tax efficient manner and that good investment selection is a part of that process.
We provide holistic solutions to clients’ problems. We aim to build friendly, relaxed and enduring relationships with our clients, with a clear understanding of their needs and aspirations.
A principal speciality is to provide pensions and related wealth management advice to entrepreneurs, directors, partners in professional firms, senior management and high net worth individuals in respect of themselves, their families and also their employees, where appropriate.
We have an investment team dedicated to designing and implementing appropriate strategies, which meet the requirements and risk profiles of both individuals and trustees.
A major area of expertise is on advising self-administered pension schemes of all descriptions – and their members – both in the UK and overseas. We are a market leader in advising on occupational Small Self Administered Pensions Schemes (SSASs) and Self Invested Personal Pensions (SIPPs), where the members require maximum flexibility. Nigel Sloam was the first and is the current Chairman of the Association of Consulting Actuaries Committee on member directed pension schemes.
In addition, we advise employers and boards of trustees on how to manage staff pension schemes in the most optimal manner.