Jeanette Goatham Swain
Chief Technical Officer
Jeanette Goatham Swain | Chief Technical Officer
I have more than 40 years’ experience in Financial Planning and Banking, 30 years of which she has spent working in Hong Kong. During this time, I have gained a wealth of knowledge, assisting personal and corporate clients.
In 1996 I was one of the co-founders of Simmonds Financial, one of the oldest financial advisory firms in Hong Kong today. I have been working with many clients for more than two decades, building up long-term relationships, which are vital to ensure continued professional advice and support.
My career started with Barclays Bank UK in 1980 and moved into Financial Services in 1989. I specialise in advising clients with retirement planning, including reviewing frozen UK pensions (both money purchase and defined benefit), QROPS and asset protection through trusts and wealth management.
I am a member of the Chartered Insurance Institute and have attained the professional accreditation of Chartered Financial Planning (APFS). I am also a member of the HK Trustees Association.
Licenses and Qualifications:
- CII Chartered Financial Planner (APFS)
- Licensed with the Hong Kong Insurance Authority as a Technical Representative
- A member of Hong Kong Trustees Association
Get to know me
I like to spend my time outside of work…
I like to spend time on my health and fitness as this is very important to me. I aim to do 1.5-2hrs a day fitness. My weekends are for relaxing.
My favourite place in the world is…
I couldn't pinpoint one, there's too many to chose from!
The motto I aim to live by is…
To be the best I can be and continually improve and most importantly to never give up.
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…
Queen of England/Economist, Historian Thomas Sowell
The three things guaranteed to make my day better are…
Achieving my fitness goal, helping a client and love from family.