Chief Strategy Officer
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
Get to know me
I like to spend my time outside of work…
Hiking and exploring new places with my wife and three daughters. I love gardening in the early morning as the sun rises and before I go for my morning run on the beach.
My favourite place in the world is…
The motto I aim to live by is…
Just do it!
Somewhere I’d like to visit but haven’t made it to yet…
The person I’d most like to share a meal and conversation with is…
The three things guaranteed to make my day better are…
Breakfast in the garden with my wife and children, sunshine and a cold beer at the end of the day