About us

Based in Knightsbridge, central London, we offer a comprehensive range of wealth management services to individuals, families and businesses. 

I specialise in meeting the financial requirements of people who have created substantial capital or income and whose circumstances can be complex. The only way to know that your financial plans remain up to date and relevant is to forge a close relationship with a trusted financial adviser who understands your needs. Our services focus on:

  • Retirement Planning 
  • Preserving and growing your wealth 
  • Ensuring that you use all available tax allowances and exemptions
  • Protecting you against risk 
  • Minimising Inheritance Tax to benefit future generations

Your Confidential Review

If you would like a no obligation Confidential Review please email Yongyi or call her on 07964 796987.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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