Joseph

Joseph

Malaysia, British expat, client since: 2012

After 20 years spent working for Tesco, I started my own consulting business in Hong Kong, and that’s where I came across James. 

James was clear and straightforward when it came to explaining the options available to me and my wife as expats. He gave great advice regarding taking my pension offshore, and I now have peace of mind that even after we die, there will still be money left for the family. 

James is balanced and level-headed, and comfortable with having the difficult conversations which are really important. I’ve been particularly impressed with BMP during the COVID-19 pandemic. When the markets fell, James and the team did remarkable work to help recover our policies and put us in a better position. 

There are lots of people who claim to know everything and who promise you the earth, but then there are genuine people like James, who will assess risk and act accordingly. He’s a straight, honest and trustworthy adviser, and he and BMP Wealth have really taken great care of my nest egg.


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Retiree

Retiree, Scotland: Scottish expat

We very much worked together to produce a sensible financial plan

This client spent his career in Hong Kong, and retired back to Scotland in early 2020. He came to BMP wanting help with his retirement plan.

Laurent Bickert, Hong Kong: French expat

Open-minded and creative… definitely not a ‘one-size-fits-all approach

Laurent moved to Hong Kong from France nine years ago, and was looking to overcome some retirement planning hurdles, as well as negotiating his expat contract.

Laurent Bickert
Richard Nicoll

Richard Nicoll, Dubai: British expat

I feel very lucky to have met James. I totally trust him

Richard transferred to Hong Kong from Dubai, and first began working with BMP Wealth in 2015.

Long-term resident of Hong Kong:

Very clear and transparent

This client has been a resident of Hong Kong since the 1970s, and needed a trusted hand to guide him through the financial complexities.

Long-term resident of Hong Kong
Lawyer in Hong Kong

Lawyer in Hong Kong, Hong Kong:

Very responsive and proactive

Having lived and worked in Hong Kong for the last 25 years, this client wanted more diversification in their portfolio.

US expat in Asia:

I wouldn’t take a call from any other adviser

This client explains how he was won over by our refreshing approach, and how it’s enabled him to get where he wants to be.

US expat in Asia

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