Experience

Wellesley

• Hong Kong
• Staffing and Recruiting
• 1 - 100 Employee

• Adviser Principal

  • Dec 2007 - Present

  I work closely with my clients on all aspects of their financial planning. I also liaise with other professionals they are working with such as Accountants and Solicitors. Whether it is managing their investments, planning their retirement or generational planning. I am very client centric. At Wellesley, we are a team of financial experts dedicated to fulfilling your wealth’s potential. We understand that every clients financial situation is unique. This understanding forms the foundation of everything we do, and it’s why we offer you a single relationship to meet all of your financial needs, that’s one adviser and one point of contact. Show less