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.