I understand that finding someone you can trust with important financial decisions is not easy, to say the least! Successful consultants & Business owners seek my help to make important financial decisions as they approach retirement.
Fee-based Financial Planning & Investment Management for consultants & business owners within 10 years of retirement
Training & coaching workshops for medium and large financial services companies seeking to serve their clients betterfind out more
A globally recognised Success Workshop for aspiring professionals, benefiting them in their work and personal livesfind out more
The fact that Paddy is genuinely independent and does not sell any ‘product’, meant that his entire focus was on linking my short, medium and long-term goals to a sound financial plan. He produced an excellent financial plan, showing exactly what I needed to do, in order to achieve my goals.
Paddy has enabled our Financial Planning department to fully engage and deliver real value to our long-standing clients.He now works with all our professional insurance staff to help us deliver better results for our clients, and for our business
The success workshop with Paddy brings the characteristics of successful people down to everyday practical tips and habits that can be implemented by us all immediately. It demystifies success and the concept that people who have made it were born that way
I would be delighted if you wish to get in touch to explore working together. Please get in touch below, and I will contact you directly and in confidence. Thanks.