Patrick Bowen

When MASECO was first founded, as an early client my portfolio was managed by Josh Mathews. As MASECO grew and clients were reassigned, I was fortunate to have my Portfolio managed by Patrick as understudy to Josh. It was not long until Patrick took full responsibility for my and my wife’s portfolios. I think his attention to mapping out our Wealth pyramid has been somewhat excellent. He frequently reappraised our accounts and advises well. It is his timing and diligence that gives me significant peace of mind and a worry free outlook. He is well mannered, polite and professional. We have had to change our portfolio recently and this he has done promptly and timely

A clear communicator who understands his clients' needs. It has been a pleasure to know and work alongside Patrick.

Patrick is a delight to deal with on our mutual clients. I would highly recommend his services.

Patrick is one of the brightest and best rising stars in the US/UK Wealth Management business. He has years of experience dealing with the most complicated tax planning issues and is passionate about portfolio management. Knowledgeable about all aspects of wealth planning for Americans living in the UK, he is a very safe pair of hands for any family who is looking for a reliable, intelligent and customer oriented advisor.

I value being a client of Patrick’s. I find him very dedicated, a good listener who engages with me very well and I very much feel he is “on my side” as we chart the way forward into my retirement. He represents MASECO very well with his strong customer focus and leadership skill-sets and I would assert he has a very successful future ahead of him.

Timely, and forward thinking.

I am lucky enough to be a client of Patrick's, and like his colleague at Maseco, Josh Matthew, I consider him to be brilliant in matters relating to advising on my investments and financial matters. As a person, he is a gentleman of the first order and equally has the patience of a saint. He is the sort of person who always the extra mile to make complicated issues understandable. I am happy to recommend Patrick for the highest honour in the realm of leadership ability as I am already one of his ardent and admiring followers!

Solutions oriented and problem solver. Fabulous attitude.

Patrick is a dedicated and diligent hard worker. He leaves no stone unturned and is througouh in all of his tasks. Heis very helfpful and knowkedgeable and explains all things in a clear and consise manner.

Patrick is a pleasure to work with and is really approachable to both his peers and clients. He's definitely a future leader.