Roland Oliver has over 35 years of financial planning experience.
He has worked with a number of major financial institutions over the years before setting up Oliver Asset Management in 2006.
Everything I do on a daily basis reinforces the belief that educating and helping clients in their financial planning, seriously understanding their needs, treating them with professionalism and courtesy is a valued service.
I get pretty worked up about trying to do the right thing for the people that trust us to help them and I believe that our services can really make a difference to people’s lives.
Big claims, but we do take what we do very seriously.
I’m incredibly lucky that the people I work with, Nikki and I have similar strong views about what we do. Their own words are better that mine and I’d ask you to look at their profiles too.
We have continued to develop how we provide high quality financial planning and we have a number of sophisticated tools, systems and processes that we know helps guide our clients to their own personal financial freedom. This, combined with our human approach, differentiates us from the competition.
I’d be delighted to talk to you personally about how we can help you and your family make better, smarter decisions about your money.
I joined Oliver Asset Management in October 2013 following 15 years with AEGON (Scottish Equitable) in a number of roles latterly running the national sales support unit.
I realise how important it is to deliver what we say we will, and my previous experience has helped me develop a greatly organised approach to providing high levels of customer service.
My role is to make sure that all of our clients have a positive experience when dealing with our firm and that they know that business is being dealt with efficiently, correctly and confidentially.
I also have responsibility within the office for budgets and financial reporting.
I’m often the first point of contact for new clients of the business and I’d be happy to discuss with you personally how we work, how we help you achieve your financial goals and what you can expect from us.
I can also explain what we require from you!
My contact details are below – please get in touch.