I had a very good experience with the company and Simon as they devoted time to explain the procedures and the plan. At the same time they were flexible with the appointments and accommodating with my busy schedule which was appreciated and of course their patience paid off! I registered for one of their programs.

I have been approached by several financial advisors over the years, and many of them have singularly failed to impress me with their credibility. So most of them have never received my business. Right from the start, Noel was the exception to this. Noel comes across as a very personable advisor who understands the financial landscape, and his advice and guidance have been of great benefit over these last couple of years, when the financial markets have been anything but stable and easy to read. I have come to trust Noel's recommendations and found him to be appreciative of any counter views that I may have, and we have always come through with an agreed approach for my investment plans. In summary, I have come to value and trust Noel's advice, and feel that my financial planning is in a safe pair of hands.

Noel O'Leary and his team went to extraordinary lengths to bring the chaos of my various UK pensions under control and give me clarity for the first time about this part of my finances.

He has made a pretty frightening and very complex subject something that is now very manageable. Having done that he keeps me right up to date personally so I talk to a person not distant voice on the phone. Totaly recommend Noel O'Leary.

Noel O'Leary's first approach is to understand your financial situation, needs, and objectives. Only after this step, he will propose to you a personalised path to reach the commonly agreed objectives.

Over the recent years (indeed very challenging ones) he has delivered above expectation. I am glad to have him as my financial advisor. only an advisor but as a trusted friend.