Team

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Team

Benefits of Working with First Financial Consulting

Open your account today and experience the future of finance!

We Provide 100% Objective Advice

As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

We Look at the Whole Picture

We work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

We Give Advice Whenever You Need It

Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.

Meet Our Team!

We have access to superior global investment platforms enabling the selection of the best instrument in every asset class to design tailored and accurate investment solutions to our clients.

Director

Mr Mark Douglas Poultney

m.d.poultney@consulting-le.com

CEO

Mr Samuel Ofer

s.ofer@consulting-le.com

CFO

Mr David Ofer

d.ofer@consulting-le.com

Financial Director

Mr Jacob Ofer

j.ofer@consulting-le.com

Office

Mis Sara Tuliman

s.tuliman@consulting-le.com

office@consulting-le.com

Get to know our team

Is a Principal at L&E Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice.

Mr Mark Douglas Poultney

He works with individuals and privately-owned businesses helping them navigate their unique financial planning journey. From providing ongoing investment analysis to creating greater clarity and confidence in the path toward retirement, remains committed to providing objective.

Mr Samuel Ofer

Believes true financial freedom comes by developing healthy attitudes about wealth over time and that this is achieved by practicing good habits of saving, spending, and generosity. He works with individuals, families, and business owners to accumulate and steward wealth so that it will serve their life purpose and passion

Mr David Ofer

Works with individuals and families to help them make sense of their financial landscape and assist them in pursuing their own unique financial goals. He would tell you that the relationships he cultivates with his clients are the most important part of what he does, and he believes it is an integral part of giving tailored financial advice.

Mr Jacob Ofer

Works with individuals, families, and private business owners using a comprehensive planning approach to help them accumulate, distribute, and protect their wealth throughout all stages of life. With proper planning and guidance, he believes anyone can achieve their personal retirement goals, and enjoys partnering with his clients in pursuit of their unique financial solutions.

Mis Sara Tuliman

We Believe

We work with clients as partners in planning, managing and protecting their financial lives. We place our fiduciary duty to our clients at the top of our corporate objectives, and we invest the capital you entrust to us with the same care that we invest our own capital.