Originally from Manchester UK, my financial services career started in 2012 with Platinum Financial Services based in Shanghai China
From 2016 to 2020 In the UK I headed, serviced and managed my own very successful Insurance Advisory business, specialising predominantly in the Corporate insurance sector, advising clients on the complexities of Group insurance, Life ,Critical Illness, Medical, Income protection, Key-person and Shareholder ‘buy-sell’ agreements.
My belief has always been that client service is the most important factor in building a strong relationship from the start and continuing this to build up trust going forward. This view was rewarded in 2020 by the accolade of ‘Award for Customer Care, Quality & Compliance.’
This brings me to my current position with Infinity based in HCM Vietnam where i am looking forward to building my career and creating new relationships with clients.
I have gained numerous financial adviser qualifications with The CII and am currently studying, and very nearly completed, the qualification Level 4 Diploma in Regulated Financial Planning which will only add to the knowledge i have attained in the many years of financial sector advisory experience that i possess.
I want to provide the financial advice that is currently lacking within the LGBTQ+ community, because as a LGBTQ+ Financial Adviser i personally understand the ethics towards and issues arising from today’s financial planning.
About Urban Style Studio
Urban Design Studio specialises in corporate branding, graphic design and website design and development. We undertake projects for many industry sectors, and we also have a passion for the hospitality, accommodation and tourism industries. Whilst Urban Design Studio is based in Phnom Penh, Cambodia, we have undertaken many graphic and website development projects throughout South East Asia, and further afield.