Our people

We have specialists in every area of financial planning all of whom are prepared to go the extra mile in delivering unfailing client satisfaction.

Our full-service offering is available to all clients. All our advisers provide completely independent, whole of market, financial advice and we are not tied into any particular products or services.

Most of our team is fluent in English and we also have Spanish, French, Slovak, German, Italian and Ukrainian speakers.
Our central European office is in Slovakia and we are further supported through a large network of trusted professional partners and intermediaries worldwide.

Olga Prytula
Director

Message from the Director

As 2025 comes to an end, we would like to thank our clients for the continued trust and confidence you have placed in us. This year has brought ongoing social and economic challenges, including market volatility, elevated interest rates and global uncertainty. Despite this, resilience and long-term focus have remained key themes.

Financial markets in 2025 were unpredictable, reinforcing the importance of disciplined planning, diversification and clear strategy. While challenges are likely to continue into 2026, they may also create opportunities for well-structured financial decisions.

We remain committed to providing clear, practical advice tailored to your individual circumstances. We wish you and your families a very Merry Christmas and a healthy, happy and prosperous New Year.

 

Executive team

Olga Prytula

Business Development Director

Yuliia Shyriaieva

Marketing & Admin Executive

Jane Bradbury

Consultant

Casey Cross

Consultant

Why join us

Our community

We believe that every voice is valued and needs to be listened to and heard.

Equality

We treat all our team equally and generously support their changing needs.

Family care

We are understanding of our team’s personal circumstances and genuinely attentive to their needs.

Celebrations

We like to work hard and have fun together, we celebrate each other’s success & special occasions.

Access to services

Our employees can use our services at a discounted rate and at lower investment levels.

Flexible hours

We can find the right time solution for you. It is in everyone’s interest to work effectively and efficiently inside time available.

Training and development

We offer help with study expenses. In addition, we regularly hold internal training, meetings, and education classes.

Join our team

If your current working environment does not quite match your standards & expectations and you wish to really make a difference to your future and that of your clients, then please drop us your CV.

Send us a resume

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