Oliver Dodds
Associate Wealth Manager at Devere & Partners Switzerland Sa
Based in Geneva, Switzerland
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Geneva
Industry
Financial Services
Company size
36
Contact information
Reveal Oliver's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
o•••••••@devere-switzerland.ch
Phone
5 credits+41 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
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
Decision-makers
Other people at Devere & Partners Switzerland Sa
- RJManager
Reece Jackson
Area Manager Basel & Zurich · General Business & Management
- SSManager
Stephen Smith
Senior Wealth Manager Dippfs, Acsi, Efatm · Other
- TKStaff
Thomas Knox
Associate Wealth Consultant · Finance & Accounting
- MHManager
Maximilian Hermann
Head Assistant Relationship Manager · Other
- ADManager
Alison Drewell
Wealth Consultant · Finance & Accounting
Build a list of verified contacts at Devere & Partners Switzerland Sa
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Oliver
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime