Chris has 11 years experience as a UK pension transfer specialist and is a licensed financial planner. He has a proven track record in wealth management with qualifications from the Chartered Institute for Securities and Investment and is a member of the Hong Kong Confederation of Insurance Brokers.
Since moving from London to Hong Kong in 2007 he has built a highly successful practice, with his main focus on growing and protecting client’s wealth. Chris maintains quality long-term client relationships with a real focus on personal service. Consequently he has built his business on referrals from existing clients.
Chris provides a distinctive and tailored financial and wealth management service to expatriate clients based in Hong Kong, Australia and the Asia Pacific region.
Skills and expertise
Chris has been working in the Financial Services industry since September 2007 and has obtained the following education;
Bachelor of Arts Degree 1994
Hong Kong Confederation of Insurance Brokers License, 2008
Hong Kong Securities Institute 2011: Papers 1, 7 and 8
International Certificate of Wealth Management 2016, (Chartered Institute of Securities and Investments)
Kaplan Professional, RG146 Tier 1, Generic Knowledge, February 2017
Kaplan Professional, RG146 Tier 1, Superannuation – Personal Advice, April 2017
Chartered Institute of Insurance, R01 UK Regulation and Ethics, July 2017
Chris regularly writes about retirement planning, economic and investment issues that affect his clients and their financial well-being. You can find these articles on social media like facebook, twitter, linkedIn and can also read his blog on www.planyourfinances.com
He has summited Mt Kilimanjaro in Tanzania, trekked to Everest & Annapurna Base Camps in Nepal and the Tian Shan mountains Kyrgyzstan. When not at altitude Chris enjoys cycling, and generally being outdoors.
Chris became my financial advisor when I arrived in Hong Kong in January 2014. Chris is a highly committed and professional person you like to speak with. Working with Chris means trust and tranquility. He will bring you accurate and relevant advice whenever you want.Secondly, Chris is a kind person always listening you. I can highly recommend working with him.
I have been using Chris’s advisory services for several years now and always find his input to be clear and helpful. He has introduced some interesting new products to me and is clearly diligent in servicing my portfolio. In my experience, he has a good understanding of a client’s individual needs and seeks to service those needs rather than push products unnecessarily. I can recommend Chris’s services.
I have been working with Chris for a year now and I recently transferred the majority of my investments including two pension funds into his care. I started working with Chris primarily on alternative investments and he has brought a much better balance into my portfolio, spreading risk but also introducing some new high yield opportunities. I thoroughly recommend Chris and always feel that he puts my best interests first.