Experience

Quintessential AMG

• China
• Financial Services
• 1 - 100 Employee

• Director

  • Jul 2019 - Present

  Quintessential AMG is a privately held financial advisory that helps expats across the world with their financial planning needs. Our core services include; Retirement Planning, Pensions, QROPS, SIPP's, Lump Sum Investments, Monthly Savings Investments, Guaranteed Return Accounts, Personal Savings, Life Insurance, Health Insurance, Estate Planning, Trusts, Wills. We offer a fully personalised financial planning approach where every client has a dedicated advisor to plan and manage their investments. We strongly believe in long-term financial planning but with flexible, low cost accounts to suit the transient nature of the expat lifestyle. We have clients from over 30 different countries and with a variety of personal financial circumstances. We are able to help people with all differing levels of wealth. You may be just starting the planning process and looking to save a small amount of money every month, where structure and growth is key. You may be in retirement with substantial assets, where preservation or assets and a regular income are paramount. We can assist with all circumstances.



Hampton Bridge

• Thailand
• Financial Services
• 1 - 100 Employee

• Partner (Asia & Middle East)

  • Jul 2017 - Present

  Hampton Bridge is a forward thinking international financial advisory with offices in the UK, China, Vietnam and Thailand. Services include retirement planning & pensions, savings, financial investments, investment property, health & life insurance, tax planning, trusts and offshore banking. Hampton Bridge was formed from the Beijing office of Premium Finance Group and is headed by long term industry professionals who are passionate about delivering quality advice to their clients. At Hampton Bridge, all advisors are equity partners in the firm which aligns their future with the long term success of their clients and the company. Hampton Bridge delivers a standard of advice that is expected in a highly regulated jurisdiction to clients who often live in countries where little to no regulation exists. We strongly believe in flexible short term investment structures, based around long term financial planning, and wherever possible there will be no capital access restrictions and no commission paid to advisors. We work on an assets under management fee basis as we believe this is the most beneficial solution for our clients. My role at Hampton Bridge is to oversee the running of our offices and to provide quality advice to our many clients. Amongst others, I have a large client base of international teachers from all over the world and I specialise in creating investment structures to enable them to work all over the world whilst maintaining their retirement and family financial planning goals.



Premium Finance Group

• China
• Investment Management
• 1 - 100 Employee

• Partner (Beijing Office)

  • Jan 2015 - Present

  PFG focus on providing ethical financial advice to expats in China and pride themselves in building long term relationships with clients in order to help them achieve their financial goals. PFG was established over ten years ago and is proud to boast an excellent reputation amongst the expat community. We have a client base from over 40 different countries and from a range of different occupations. Services include: financial planning, retirement planning, pensions, QROPS, QNUPS, SIPS, mutual and hedge fund investments, offshore investment platforms, tax planning, International property, mortgages, health insurance, life insurance, income protection, education projections and planning, offshore company formation, trusts. We have clients from the following companies PWC, Tesco, Volkswagen, Volvo, Diageo, CAT, Bosch Mckinsey & Company, PWC, Ernst & Young, Ikea, Qantas, Siemens, Sanofi, ABB, Y & R, Mercedes, BMW, Veolia, Lenovo, Western Academy of Beijing, Starwood, Marriott, Nokia, Shell, BP and many more.

• Senior Consultant

  • 2012 - 2014

Montpelier Group
• Switzerland
• Senior Consultant

  • 2010 - 2012

Sureterm Direct
• United Kingdom
• Consumer Services
• Insurance Broker

  • Jan 2010 - Jan 2011

DialaTV
• United Kingdom
• Telephone Call Centers
• 1 - 100 Employee
• Sales and Customer Care Manager

  • Nov 2008 - Jan 2010