She became the financial adviser for my wife and myself in 2015. During this course in time, I have observed the following characteristics in Irene’s personal and professional performance as a senior financial planner. Irene has demonstrated utmost devotion to her clients’ need, including prompt pre-empting of upcoming changes in Legislation, and matters relating to the portfolios. In this way, she has fostered close relationships with her clients, to their mutual advantage. It is always a real pleasure to sit across the desk with a cup of coffee wondering what is coming next! Irene is extremely well qualified, academically and professionally. The needs of Irene’s clients, in line with their risk profile and other financial issues are foremost in any recommendations she might make relating to their investments. Not in the slightest are potential recommendations influenced by any personal benefits that may flow to her. On occasion I have been tempted to consider an investment, but on discussion this with Irene, she has persuaded me that there are better, safer options, with medium/long term strategies that better fit my risk profile. Her recommendations are based on long term advising, with vast experience in the investment environment. And after very careful consideration, she is almost always right. Irene has demonstrated to me her adherence to core values and an ethical approach to any investment.
