Our guiding principle is based around taking the time to understand how important your money is to you and your family’s long-term wellbeing.
We want to help you make the best decisions on how to build and protect your wealth and create a lasting legacy. We’ll help make sure your money is protected from the negative effects of tax – both as it grows and when it comes time to pass your wealth down the generations.
Our business has grown largely due to the long-term personal relationships we have nurtured with our clients. We look forward to starting our journey together with you – and helping you plan successfully for the financial future you desire.
With over 35 years of financial planning experience, Roland’s career saw him in senior roles within a number of major financial institutions before setting up Oliver Asset Management in 2006.
“Everything I do on a daily basis reinforces my belief that educating and helping clients in their financial planning, seriously understanding their needs, and treating them with professionalism and courtesy is a job worth doing – and worth doing well. I believe that our services can really make a difference to people’s lives and I’m very lucky to work alongside people that share these views.
We are constantly developing the tools, systems and processes that help guide our clients to their own personal financial freedom. This, combined with our human approach, differentiates us from the competition.”
Nikki joined Oliver Asset Management in 2013, after 15 years with AEGON (Scottish Equitable) in a number of roles – latterly running the national sales support unit.
“I know how important it is that we deliver on our promises, and my previous experience has helped me develop an organised approach to providing high levels of customer service. My role is to make sure all our clients have a positive experience when dealing with us – efficiently, correctly and confidentially.”
As well as being responsible for budgets and financial reporting, Nikki is often the first point of contact for new clients. She can discuss with you personally how we work, how we help you achieve your financial goals and what you can expect from us.