Chartered Financial Planner
With over 15 years in financial planning, I’ve dedicated the past five years to helping high-net-worth clients achieve their goals through tailored strategies for intergenerational wealth transfer and estate planning.
I provide bespoke and comprehensive financial planning solutions, covering investments, pensions, protection, and estate planning to help clients achieve their long-term goals with confidence.
My approach centres on visual and lifestyle financial planning, enabling clients to harmonise their wealth with their life objectives. I prioritise clarity and simplicity in communication, ensuring my clients feel confident navigating financial complexities. Every solution is tailored, with transparency and client interests at the core.
Financial literacy is an essential life skill, yet it often goes unnoticed until plans go awry or unexpected challenges arise. Surprised that such a critical discipline isn’t taught in schools, I became passionate about raising awareness of the importance of a robust financial plan and one that can help reduce one of life’s greatest sources of stress. My life motto comes from a well-known Chinese proverb, ‘A journey of a thousand miles begins with a single step.’ To me, this reflects the importance of building a strong foundation – because taking the right first step is essential for long-term success.
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