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 to any particular products or services.

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

George Petch
Managing Director

Message from the MD

Amidst the continuing strife in Europe with the Russian invasion of Ukraine against the backdrop of inflation/cost of living rises it would be understandable that summer 2023 looks like a bleak time.

However, I had the privilege to attend the URC23 business conference last Wednesday, 21st June, at Mansion House in London between the U.K. & Ukraine and saw a country on the rise and real optimism shining strongly!

As you will have seen, which is so normal for the investment markets, the difficulties of the past twelve months with the ongoing potential recession, have already been priced into the markets and nevertheless, we are seeing emerging growth with sustainable stock market positions.

Whilst still in the early part of summer, for many people the official start being the same day as the above conference, with Q4 still a way to go the signs are looking positive for a decent summer and a rising close to the year!

 

 

Executive team

Adriana Oravcova

Admin & Finance Director

Olga Prytula

Business development Director

Yuliia Shyriaieva

Marketing & Communications Executive

Peter Roscoe

Executive consultant

Matthew Dent

Executive consultant

Jane Bradbury

Consultant

Patience Gwini

Consultant

Alessandro Campia

Consultant

George Konstantinidis

Consultant

Supervisory board

Hugh Frost

Andrew Stones

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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