About us

How do I find specialist pension planning advice? 

How do I preserve and grow my wealth?

How do I protect and secure my family’s financial future? 

What makes me feel confident with my future financial situation?

If you want to find out the answers to these questions and achieve your aspirations, then I can help. 

I aim to provide personalised advice and excellent service to my clients. My goal is to help my clients achieve success, whatever they might be. 

Creating wealth for people is very satisfying, but the most important thing is being there for my clients when they need support – whether that is job loss, illness, bereavement, or divorce. It is satisfying to know that I have thought about these challenges and ensured, through careful planning, that those left behind are secure. 

The future is always unknown, our goals and circumstances inevitably change over time. Personalised financial planning can help individuals and families ensure their own security and financial freedom in their later lives, as well as their working lives. 

I provide highly regarded expertise in Inheritance Tax, Retirement, and Investment planning, in addition to reviewing existing pension provisions.


Charity Support
A thriving Camden-based organisation that provides services primarily for members of the Chinese community irrespective of age or gender.