Verified recordFinancial Services

Oliver Dodds

Associate Wealth Manager at Devere & Partners Switzerland Sa

Based in Geneva, Switzerland

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Seniority

Staff

Department

Finance & Accounting

Location

Geneva

Industry

Financial Services

Company size

36

Contact information

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Email

1 credit

o•••••••@devere-switzerland.ch

Phone

5 credits

+41 ••• •••• ••••

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Background

About Oliver Dodds

What isn't taught at school but we all wish we could get a clear helping hand along the way? I help international professional gain clear guidance and traction on their International financial future goals. I am proud to have chosen, to become the 3rd generation of Wealth Manager in the Dodds’s family and I’m looking to continue to help and advise our client to become financially secure in the ever changing and fast-moving world of today. Working within the worlds largest financial adversary company deVere Group, allows me to be the next generation, forward thinking and motivated to succeed for my clients futures. For instance, over the last few years I'm proud to have: Helped my clients save more efficiently Helped safeguard there pensions for their & families Future Give guidance on the true cost of further education & how to plan early Grown there assets in a low interest environment throw multiple different options Helping clients identify, reach and frequently exceed their financial goals How Can I Help You? Holistic Financial Overview When was the last time you had an in depth discussion around what you have achieved so far, where you plan to be in the future and how to optimise the time you have between now and then? I help individual pause and take some time to focus on themselves and their families financial future.without any cost or obligation? During our Zoom meet you will have the oppertunity to ask question or address any concerns you may have currently around your financial future. No matter how simple or complex you feel they could be. 1:1 confidential Zoom meeting are available on a first-come-first-served basis. To book your Zoom meeting either DM me or email me oliver.dodds@devere-switzerland.ch Financial Education Do you want to know how to maximise your financial efficiency? Do you want to learn how to invest for your future? Even during a pandemic? Do you want to learn how much your children's future education could cost? Do you want to learn how your pension work? Do you want to learn how to invest in property? Or do you simply want to take advantage of Financial Technology? Whatever area you are seek to better understand, I can help you maximise your understand on what could be the best option for you to help grow your financial future. Specialities Areas Future Financial Planning | Cross Border Solutions | UK Pension Update | Education Fee Planning | Pension | Consolidation | Property Investment | Swiss Pension Advice | USA FACTA Compliant Solutions | Repatriation

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