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 and Russian speakers.
Our central European office is in Slovakia and we are further supported through a large network of trusted professional partners and intermediaries worldwide.

George Petch
Managing Director

Message from the MD

We believe that a well-governed business ran in a sustainable way, will deliver better overall outcomes for our clients and stronger, more resilient returns, as well as making a positive contribution to our communities and our planet.

The COVID-19 pandemic led to a dramatic loss of human life worldwide and presents an unprecedented challenge to public health, food systems, and the world we all work in. We must rethink the future of our environment and tackle environmental degradation with ambition and urgency.

Our six-point plan reflects where we are on our journey to becoming a sustainable business and we still have much more to do as scientific knowledge, data, regulation, and consumer habits and preferences evolve at lightning pace alongside us.

      • Growing our planet
      • Integrate ESG into our investments
      • Setting standards in sustainability and our ESG policies
      • Helping clients understand opportunities, risks, and outcomes of sustainable investing
      • Lead collective action to deliver change
      • Aligning people behind our sustainability ambition

Why sustainability matters to us?

Sustainability means being more viable as a business for the long term, taking action now to address ongoing challenges, including environmental, social, and governance (ESG) risks and opportunities, to ensure we can continue to help current and future, generations to live the lives they want.

Executive team

Adriana Oravcova

Admin & Finance Executive

Olga Prytula

Director des.

Darin Brownlee-Jones

Executive consultant

Zuzana Boreham

Marketing & Communications

Trish Wawman

Senior consultant

Bryan Wawman

Executive consultant

Peter Roscoe

Executive consultant

Matthew Dent

Executive consultant

Lyndsay Cowans

Senior consultant

Steve Cowans

Executive consultant

Marc Toomey

Consultant

Supervisory board

Hugh Frost

Colm Rushe

Soemoe Thein Win

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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