Retiree

Retiree

Scotland, Scottish expat,

I had a lengthy career in Hong Kong, and recently retired back to Scotland. I began working with BMP because I needed financial advice as I approached my retirement.

From the start it was much more than just a ‘tick a box’ exercise. My BMP wealth manager worked slowly, not forcibly, gaining background information and building up trust between our two parties. He spent a lot of time looking at the options and explaining them for my benefit, and we very much worked together to produce a sensible financial plan.

When I was looking to move back to the UK, there were also a number of tax complexities in terms of UK law vs various trusts – thankfully my adviser has a wide and deep knowledge of investments, trusts and policies, so I felt in good hands.

It was all about a question of trust. My adviser wasn’t pushy, but gave advice and support where I needed it most, all the time being friendly and personable. They were also very transparent in terms of fees and commission, and I always felt reassured that any targets set were for my own financial benefit, not theirs.

People say when you retire you have all the time in the world – it’s a myth! I’m busier than ever with family, house and personal projects on the go. But what I can say is that I’ve entered my retirement with a strong financial base due to the work the BMP team has done, for which I’m grateful.


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David Smith:

We've always instilled trust in Jeanette's decisions when it comes to our finances

We've always instilled trust in Jeanette's decisions when it comes to our finances

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Working with James, I just feel my money is safe.

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I feel at ease knowing Jahmaine is looking after my finances

I feel at ease knowing Jahmaine is looking after my finances

Edwin Hogervorst:

I trust Howard with my finances and feel confident that my future is secure

I trust Howard with my finances and feel confident that my future is secure

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Laurent Bickert

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.

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.

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Joseph

Joseph, Malaysia: British expat

BMP Wealth have taken great care with my nest egg

Joseph moved to Hong Kong to start his own business after working for Tesco for 20 years. He wanted to understand how best to plan for his future.

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.

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