I was born in Ecuador and grew up in the U.K. before relocating to Hong Kong in 2020. I have worked in the financial services industry since 2014.
I am a dually qualified adviser in the U.K. and Hong Kong. I have attained a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute (CII) and I am currently studying towards accomplishing chartered status.
I help clients create, implement, and review financial plans to achieve the goals that they set out for their lives. I do this by providing a range of services, which includes retirement planning, investment advice, insurance, trust and estate planning, and cashflow modelling.
I believe in working in partnership with my clients, which means putting their life at the centre of our conversations. I like to take the time to know the background, philosophy, needs, and personal objectives. This allows me to support clients achieve what they want with the money they have.