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.
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
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