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K.M.Patricia O’Connor

George and his team were introduced to me more by a colleague more than 20 years ago. During that time, the advice they gave me was centred around my changing financial situation leading to retirement.
I have never regretted the decision to avail of their expertise.
During those years they have not only manifested competence in turning around a failing portfolio but have also shown a proactive attitude, courtesy and a personal touch. I have to give a special word of appreciation to Olga and Soemoe for their patience and understanding.

I was, and still am, very impressed with the level of professionalism, the regular follow-up contacts which have included discussions via Skype when deemed necessary and, the personal touch. George Petch, himself, has a very hands-on approach which is very reassuring and his associates are of the highest calibre.

They took over a relatively small portfolio, which, quite frankly, was in the doldrums and have turned it around despite the vagaries of the financial markets in recent years. I just sit back and wait for their advice which, I think, indicates the level of confidence I have in them. ​

K.M.Patricia O’Connor

Retired EU Official, Lurgan, N. Ireland

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