In the midst of the financial meltdown and having become disillusioned with the banks, I turned to Ollie for support & advice in putting a recovery plan in place. His openness, honesty & integrity in all areas of our financial planning was a breath of fresh air and enabled us to get back on track. This has subsequently allowed us to put in place a Business Protection plan and also a very tax efficient pension plan which is performing well. We have always received excellent advice and direction on our financial planning needs. Ollie also pointed us in the direction of his professional contacts with specific taxation and legal expertise. This has complimented and added value to his own service offering. His re-location to Castletroy allows easy access to drop in at short notice to chat through urgent matters – overall a superb service that I would recommend to everyone.

George & Catherine, Lisnagry