Chartered Wealth Manager
I work with my clients to help them build a long term, flexible financial plan.
This begins with a ‘financial health check’, focusing on their goals, motivations and any existing plans from pensions and ISA’s to protecting existing investments. We work on integrating this to ensure that everything works in unison, efficiently and effectively.
I have worked as a Private Banker in London and a wealth manager in Hong Kong, and am able to help bridge the two when clients have financial and lifestyle interests in both.