When we asked Gene to become our advisor, our financial situation lacked clarity.  He had to review our budget, savings, investment strategy, and existing protection plan. Ultimately, Gene helped align our financial goals with our current assets, including an incoming inheritance, restructured and enhanced our mortgage protection arrangements and prepared us for the rising mortgage costs.  He provided us with invaluable guidance and recommendations needed to feel confident about our family's future. Gene is kind, meticulous, and generous with time and advice. He was really reassuring (and humane!) and helped us work through some very complex questions. I couldn’t recommend more highly.

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- Daniel L. and Elizabeth M.

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I asked Gene Linetsky for personal financial advice in June/July 2023 with regards to my mortgage and investments. He made an initial review of my finances and suggested that gaining control of my budget should be my top priority. Despite a reasonably high salary, I was struggling with overdrafts, loans and monthly shortfalls while facing increasing expenditure associated with my son’s University fees.  He suggested a line-by-line audit of my expenditures for a previous year – it was a laborious but essential effort. With his moral support, I took a hatchet to many non-essential and formerly invisible expenses to arrive at a position where I could save a substantial amount each month, on a sustainable basis. I am now debt-free, saving towards a more secure old age. Gene was wonderfully kind and supportive, at the same time as being very clear and firm that if I were to re-establish financial security, I had to take strong actions.  I am now ready for the next stage of my financial planning journey – working out with Gene an investment plan for my pensions and savings. Gene provided me with the guidance I needed to turn my financial affairs around, and I am deeply grateful to him for that. I strongly recommend his services.

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- Jennifer Robinson, Professor - UCL

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I have known Gene for over 20 years. I have come to rely on his advices across many areas of my small business. Before working as a financial advisor, Gene made his living advising people on very complicated and large financial transactions. Yet his skill-set was like a Swiss Army knife for my business – he taught me how to translate basic quarterly reports from my accountant into sets of financial statements to give me the insight into the development of my business – its cash flows, long-term profitability trends, and anticipated financing needs. He stepped in to explain and employ the useful cost-accounting methods, to raise debt financing when needed, etc. He gave me strategic advice on how to raise the value of my business by growing a chain of my shops and franchising opportunities.  I would not hesitate to recommend Gene to any small business owner or professional.

- Dahmane Ladjassa, owner of a North London cafe chain