I understand that finding someone you can trust with important financial decisions is not easy, to say the least! Clients get in touch with me when they need a genuinely independent source of help who is focused on helping them. My focus is to help you achieve positive outcomes, and avoid costly mistakes.
I was fortunate to have had a choice of career paths; I chose this one, and am hugely motivated to make a positive difference in doing so. I have earned a reputation of delivering real results, combined with technical expertise, and a win-win attitude.Frequently asked questions
Unbiased Investment & pension income planning for individuals and business owners within 10 years of retirement
Training & coaching workshops for medium and large financial services companiesfind 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
If you would like to get in touch to see how Paddy can help, please complete the form below and we will be in touch.