I believe a good financial advisor can make a significant, positive difference to people’s lives and that’s why I love what I do. I look to build long term working relationships with my clients and help them achieve their goals and have a better quality of life.
I always ask myself, if I were a client what would I like from a financial advisor?
I’d want them to be:
Professional, experienced and qualified
Accessible and approachable
Offer cost effective advice
These are the areas I aim to provide.
I am a published author with the book ’12 Steps to Financial Success’ for International Expatriates. I wrote the self help financial planning book to help and reach even more people.
I have over 14 years experience in the financial planning, with hundreds of expatriate and repatriate clients all over the world who I actively service on a regular basis.
I’m fully qualified to give professional advice in the UK and overseas, holding the Diploma in financial planning. I have passed 21 professional qualifications in financial planning and investment management since completing degree in accounting and business finance.
I am registered with the Chartered Institute of Insurance UK (CII) and the Hong Kong Confederation of Insurance Brokers (CIB HK) and strictly adhere to their code of conduct when dealing with my clients.
I have won various awards at Infinity over the years for dedication I show towards my clients.