From Shanghai to the Cotswolds: A global perspective with a local heart.

My Journey

My career in financial planning began 14 years ago in the high energy, fast paced environment of Shanghai. I loved the ‘buzz’ of the big city and the complexity of navigating international markets. Those years taught me how to handle high-pressure situations and sophisticated financial landscapes with precision and calm.

At the end of 2020, I made the decision to relocate back to the UK, settling in Cheltenham. While the scenery has changed from skyscrapers to the rolling hills of Gloucestershire, my passion for the work has only grown. I knew 14 years ago that I had found a career for life; today, I find immense fulfilment in running my own business and bringing that world-class experience to my local community.

How I can help

I don’t just manage wealth; I help people design their futures. My focus is on business owners and individuals who are preparing for the critical transition into retirement.

I am a ‘people person’ by nature, my favourite part of this job is meeting you, hearing your story and understanding what truly matters to your family or your business.