Vivian is an international wealth manager with experience from the Channel Islands private banking industry and Hong Kong offshore financial services in looking after the expatriate community. Since starting in offshore finance in 2005, she has gained a vast amount of experience globally in the QROPS/SIPPs market – along with lump-sum portfolio management and regular savings targets for long-term and short-term objectives. Vivian specialises in comprehensive financial & retirement planning for expatriates. She adopts a holistic financial planning approach which involves investment advice, risk management, protection and retirement planning. One of the keys to financial success is the appointment of a professional adviser who works closely with clients to establish a carefully structured financial plan designed to achieve overall financial objectives. Drawing upon experience and the use of technical and fundamental analysis, Vivian works with clients – assisting them to preserve capital and achieve respectable returns whilst ensuring that all of their financial needs and requirements are achieved. Vivian’s passion after her clients is her community. She is very involved with the local community working on various charity initiatives as she believes strongly in helping her community grow. From helping to build underprivileged crèches to creating local employment through local community cleaning projects, being on the ratepayers and NHW committees and spearheading local children parks improvements and maintenances.
- CEFA, Finance – University of Plymouth