Oliver Dodd Email & Phone Number

Birmingham, United Kingdom

Ideas Factory is an independent financial consultancy. My role is to ensure that all administrative and support issues are handled in an efficient and timely manner for the benefit of our clients.At the Ideas Factory we employ offshore financial services products from the world’s largest banks, investment managers and financial institutions. In this way our clients can benefit from significant tax advantages, lower costs, enhanced investor protection and pro-active management… Show more Ideas Factory is an independent financial consultancy. My role is to ensure that all administrative and support issues are handled in an efficient and timely manner for the benefit of our clients.At the Ideas Factory we employ offshore financial services products from the world’s largest banks, investment managers and financial institutions. In this way our clients can benefit from significant tax advantages, lower costs, enhanced investor protection and pro-active management. The areas we specialize in include: - Retirement planning- Education fee planning- Asset and portfolio management- Specialist investment funds, international share dealing and trading platforms- Tax planning- International bank accounts and assistance with foreign currency transfers through Brazil's Central Bank at lower costs than commercially available- Life and health insurance- Management of existing underperforming investments- Repatriation of foreign assetsOur clients are spread across a range of nationalities with assets similarly located around the world. Show less

Financial Services, Regulations & Ethics, Financial Planning And Services, Pass

Award In Financial Administration, Pass

Life Office Administration, Pass

Education record