Oliver Asset Management

Financial Advisor in Musselburgh, East Lothian EH21 7PB

Get a quote Call 0131 273 5202

About the Business

Roland Oliver established Oliver Asset Management in 2004 to deliver elegant Wealth Management solutions to a range of affluent clients. Since then the business has developed a particular niche, providing intelligent lifetime wealth planning and personalised objective advice with an outstanding customer experience.

The Wealth Management industry has gone through significant change recently and we at Oliver Asset Management pride ourselves in maintaining a position at the leading edge, utilising technology effectively to demonstrate potential solutions to our clients.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans