Robin O’Grady, ex-Sales & Marketing Director, Investment Management

I have had the pleasure of knowing Rodney for 50 + years, as a teenager originally and then professionally as his career progressed within the Financial Services Profession.
He is a highly motivated & successful individual, who has high standards of integrity and professionalism. His clients come first and he constantly strives to provide them with the best financial advice & service possible. Well-liked by all who deal with him, I value his knowledge and have not hesitated in referring friends & family to him on a number of occasions.

04th May 2021

Adam Corcoran – Solicitor

I have repeatedly recommended Rodney to my clients and invested their funds with him as I know that he will provide a professional, prompt and enthusiastic personal service and has the expertise to deliver solid results.

Where he can’t directly help he has always been willing to offer an innovative solution or to direct them to someone who can through his vast array of contacts built up through his professional career. Clients have appreciated his straight-talking and knowledgeable advice and always thank me for recommending him to them.

Rodney is the ‘go-to’ contact for any financial advice relating to Pensions and Wealth Management.

14th May 2021    

Sheila Smith

Rodney has been advising us for many, many years and we have no financial worries at all and have complete faith in his ability and trustworthiness. He is a very capable and easy person to rely on.

07th May 2021

The Wealth Management company you can trust.

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