I provide highly personalised wealth management advice allowing clients to navigate life's uncertainties with more confidence, options, and peace of mind. I work best with lawyers and professionals wanting a safe pair of hands to guide them towards financial freedom.
Whether you are just starting out on your investment journey, looking to simplify your situation, or considering how to protect your assets in retirement, I'm well placed to help.
Originally from the United Kingdom, my background is in sports consultancy, which has taken me to the U.S. and India before I obtained my PR and settled in Hong Kong.
I have over a decade of experience providing face-to-face advice and guiding clients, eight of which I have spent as a qualified Financial Planner in Hong Kong.
I offer high-level, holistic advice that meaningfully connects my clients' life and financial goals. By understanding each client's core values and non-negotiables, I can deliver a highly personalized level of service.
I am frequently endorsed and recommended by my clients and industry professionals due to my client-led approach.
We offer an excellent wealth management service which will help you achieve your goals
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Members of the St. James's Place Partnership in Hong Kong represent St. James's Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).