Yongyi is a UK registered Chartered Financial Planner who lived in the Far East prior to moving to the UK with her family. She has worked in the financial industry in the UK for over 15 years. During this time, she worked with independent financial advisers and with discretionary fund managers. She believes in holistic, efficient financial planning that encompasses her clients’ personal needs, family needs, business requirements and aspirations for future generations.
As a registered Chartered Financial Planner designated by the Chartered Insurance Institute (CII). This means Yongyi has satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
Yongyi has also been awarded the Later Life Adviser Accreditation (LLAA), this is the recognised benchmark for advice skills of advisers who specialise in later life planning.
As a businessperson, Yongyi believes in honesty, integrity and giving her very best to her family, clients and society.
A Mandarin speaker, Yongyi works as a trustee of Camden Chinese Community Centre in London in her spare time.