Having been a client for many years, Karl and Christine are a great team excelling in their individual areas of expertise, everything is explained in detail, questions answered with no pressure to proceed unless you are 100% happy, they have certainly guided me through life events, and I hope our working relationship continues.

We have known Karl for more than 20 years, during which he has advised my wife and I on the management of our investments and pensions. Over this time, we have met regularly with Karl when he has provided clearly understandable options and guidance on the best means to increase and preserve of our funds. Despite the financial upheavals of recent years, his advice on the management of our funds is enabling us to continue to enjoy our retirement while preserving our capital. Karl is readily available to respond to any queries we have on the progress of our portfolio. We are happy to recommend Elite PWM as advisors to maintain and develop your personal wealth.

Elite Private Wealth Management have been a trusted partner for many years, giving advice and providing guidance on my journey to financial freedom. I just don’t have the time, the knowledge, or the patience to find the best places for my money to work hard and Elite have taken on that role. When needed they have used their network of trusted contacts to find specialists to fulfil a particular activity to make sure my needs are covered. Overall, it’s a valuable partnership & I’d be happy to recommend them to anyone wanting to make sure they have a financially secure life and future.

Karl and Christine & their colleagues have worked with me on my personal finances for approaching 15 years. Prior to meeting them, my knowledge and confidence in financial matters was, by my own admission, limited. They quickly recognised this and have always taken great care to answer my questions and address my concerns, in a calm and practical way so that I genuinely understand. The typical Advisor/Client relationship has, in many respects, morphed into more of a team effort as they work hard to ensure they understand my needs and advise me of effective and efficient ways to meet those needs. During our relationship, we have explored different investment avenues and practical solutions to both short- and long-term challenges. Their service has always been and continues to be first class.

For the past 30 years, I have been a valued client of Christine O’Mahony and Karl Osmond and am delighted to share my positive experiences with their exceptional services. Their personalised approach to financial planning has allowed me to achieve my goals, providing me with peace of mind and confidence in my financial future. Their unwavering dedication to client satisfaction, transparent and open communication, and commitment to my financial well-being and security have been invaluable. Over the years, Christine and Karl have proven to be trustworthy partners in navigating the complexities of the financial world. I wholeheartedly endorse Christine, Karl, and Elite PWM.