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

As you may have gathered from the financial press – it continues to be a very challenging year for investors navigating inflation, interest rates, residual effects of COVID and the war in Ukraine.  

 It is also important to note that given the multitude of different factors at play, it can be difficult to see where/how/when this period will end. When it comes to the war in the Ukraine, its impact on food prices and supply, will not pass quickly. However, we are starting to see glimpses of inflation decelerating note that many of our indicators are suggesting that we lie at the lower end of the cycle.  

 We are also seeing large market buyers entering in the market tentatively, tempted by the discounted levels. It is also natural that following a period of market decline, we get the subsequent recovery.   

Many of our fear indicators and institutional money flow indicators point to a recovery, although there are never any guarantees.  

I understand that these are worrying times, it can seem like an endless cycle but these times do pass, and indeed this will too. 

 

Executive team

Adriana Oravcova

Admin & Finance Director

Olga Prytula

Business development Director

Yuliia Shyriaieva

Marketing & Communications Executive

Darin Brownlee-Jones

Executive consultant

Peter Roscoe

Executive consultant

Matthew Dent

Executive consultant

Steve Cowans

Executive consultant

Trish Wawman

Senior consultant

Marc Toomey

Senior Consultant

Lyndsay Cowans

Senior 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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