I came into Financial Services in 2002 after a four-year stint abroad building an Education business. After running my own FCA regulated practice in the UK for seven years I moved offshore to work as an IFA in Shanghai, then in 2012 decided that Hong Kong would be a better long-term home for my family and my business.
I advise clients on the full suite of financial planning solutions including retirement planning, family protection, education fee funding and tax-efficient investing. I have a particular specialism in Estate Planning which includes advising on wills for Multiple Jurisdictions, Appointment of Guardians for Children, Powers of Attorney, Trusts and Insurance.
Licenses and Qualifications:
- Type 4 (Advising on Securities) and Type 9 (Asset Management) Licenses with the Hong Kong Securities & Futures Commission
- Licensed with the Hong Kong Insurance Authority as a Technical Representative
- I hold International Qualifications with CISI & UK qualifications through the CII
