Oliver Maher
Director Of Business Development at United Advisers- Claim this Profile
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English Native or bilingual proficiency
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Bio
Oliver shows a deep knowledge of the market and financial environment, and has very good personal skills. His approach is clear, understandable, and free of exaggerations. He is constant in his dedication to the customer, keeping a good relation over time. It's a pleasure to have him as advisor.
From the very first meeting I had with Oliver I felt well taken care of. He managed quickly to address what would be best suitable for me and follows up constantly on any topic. Great job.
Oliver shows a deep knowledge of the market and financial environment, and has very good personal skills. His approach is clear, understandable, and free of exaggerations. He is constant in his dedication to the customer, keeping a good relation over time. It's a pleasure to have him as advisor.
From the very first meeting I had with Oliver I felt well taken care of. He managed quickly to address what would be best suitable for me and follows up constantly on any topic. Great job.
Oliver shows a deep knowledge of the market and financial environment, and has very good personal skills. His approach is clear, understandable, and free of exaggerations. He is constant in his dedication to the customer, keeping a good relation over time. It's a pleasure to have him as advisor.
From the very first meeting I had with Oliver I felt well taken care of. He managed quickly to address what would be best suitable for me and follows up constantly on any topic. Great job.
Oliver shows a deep knowledge of the market and financial environment, and has very good personal skills. His approach is clear, understandable, and free of exaggerations. He is constant in his dedication to the customer, keeping a good relation over time. It's a pleasure to have him as advisor.
From the very first meeting I had with Oliver I felt well taken care of. He managed quickly to address what would be best suitable for me and follows up constantly on any topic. Great job.
Experience
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United Advisers
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Spain
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Financial Services
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1 - 100 Employee
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Director Of Business Development
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Oct 2020 - Present
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Client Relationship Manager / Senior Client Relationship Manager / Financial Planner
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Jan 2012 - Present
Fund advisory firm committed to helping regular savers and portfolio investors achieve their financial goals and to make their dreams become realities• Cater to individuals with cross-border interests within the EU, Switzerland and internationally• Advise regular savers and portfolio investors upon wide array of Life Insurance options for investment purposes, to include bank accounts, funds, stocks, bonds and structured products• Act as a regulated, registered, insurance broker, under the supervision of the FSMA• Select the most appropriate life insurance account, from a large selection of providers • Provide tax advantageous investment solutions, which factor in residency and domicile• Work closely with strategic business partners, asset managers and client servicesServices include:- Retirement Advice Service: We provide retirement planning advice to clients wishing to retire earlier than the normal State Pension age would allow. To do so: we a) assess the clients’ current situation, b) we offer a projection of future income, based upon what they already have in place and c) we then offer possible solutions, if a shortfall in future income is identified.- Succession/Estate Planning: We provide succession planning and advise on the increased benefits and flexibility introduced by the new EU succession rules ratified in the Treaty of Succession Regulation (Brussels IV) in 2012 (also adopted internationally in countries such as Switzerland and Denmark in a separate Treaty) - Will Drafting: We facilitate will drafting for EU and Swiss residents owning assets in other member states.- Wealth Management: We provide highly competitive and flexible individual investment portfolio management to grow, manage and protect your wealth.- Inheritance Tax: Revenue from Inheritance Tax
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Client Relationship Manager
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Jan 2012 - Jun 2013
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United Advisers Marine
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Spain
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Financial Services
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1 - 100 Employee
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Director
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Mar 2017 - Present
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Cabot Credit Management
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United Kingdom
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Financial Services
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100 - 200 Employee
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Telephone Negotiator
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Nov 2008 - Dec 2011
As a telephone negotiator my role was to speak to customers and negotiate settlements, or set up payment plans or answer queries on defaulting accounts on behalf of our clients. i was fully supported starting with induction training before joining a small team where you will continue to benefit from ongoing coaching and development opportunities. This is all part of our highly ethical personal and unique approach which is creating new levels of industry performance.
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Education
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2001 - 2006
Stratford upon Avon High School
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Stratford Upon Avon
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