When we first met Peter he took the time to gain a really clear understanding of our challenges and current situation. With innovative solutions and personalised advice, Peter has taken a very broad view of our finances. Peter is reliable, thorough and very transparent.

We meet him regularly to review our portfolio and leave the meeting with a very clear understanding of where we are at in terms of our overall objective.

Michael Ellis - MDGerry Ellis & Sons Ltd

Peter has been looking after my Pensions & Investments for a long number of years now. I find Peter to be very honest and transparent is his dealings. He is very well clued in on the world of investments.

Peter also provided me with some specialist advice in the area of post-retirement planning which I found to be extremely beneficial.

Eamon McDonaghManaging Director, HSB Projects Ltd

We meet with Peter regularly where he provides us with a comprehensive update on the performance of our portfolio. His professionalism and attention to detail is very evident. When we first met with Peter he gained a really clear understanding of our challenges and current situation. This was and is very important to us.

Padraig & Carmel RuddenDirectors, Kadona Ltd

We have been dealing with Peter for quite some time now. What really impresses us is Peter’s professionalism and attention to detail. Peter gained a really clear understanding of our challenges and current situation coming up with some very innovative solutions. What we like most about the service though is the personalised advice that Peter offers us.

Lynny TreacyManaging Director, International Trailers Ltd

I have been dealing with Peter for the past few years now and have found him to be really up to speed on the markets and investment activity. Peter is not afraid to call it as he sees it and is always willing to give advice with an unbiased view.

On that note i am quite happy to recommend Peter.

Seamus O’HaraManaging Director, Carlow Brewing Company Ltd