I joined the Financial Services industry in the UK in 2002 and subsequently ran my own FCA-regulated practice for a number of years before making the decision to move offshore. Hong Kong has been home since 2012.
I advise clients on the full suite of financial planning areas including pensions, tax, investment strategy, family & business protection, international property and tax-efficient investing.
I specialise in cross-border estate planning for international clients as well as tax-efficient investing for UK and Australian-bound clients.
Licenses and Qualifications:
- Type 4 (Advising on Securities) and Type 9 (Asset Management) Licenses with the Hong Kong Securities & Futures Commission (SFC).
- Licensed with the Hong Kong Insurance Authority (IA) as a Technical Representative.
- International Qualifications with the Chartered Institute for Securities & Investment (CISI) & UK qualifications through the Chartered Insurance Institute (CII).