Happy clients who have enjoyed the excellent service from our professional financial advisers.

Dennis and Pauline has been extremely helpful in explaining the concepts and rationale of financial planning to an (admittedly) blur young working professional. They are warm, personable and definitely NOT pushing in their products sales. Would definitely recommend them to any other person in a similar phase of life.

Patient, Compassionate, Genuine, Loyal, Perceptive, Trustworthy…. She’s all these & so much more. Always ready with examples in explaining complex issues, Pauline is very meticulous. She takes the time to understand our difficult situations & help us to see the light at the end of the tunnel, often providing very sound professional advice, not just in our financial planning but also life in general. In these 20 years of managing my financial plans, I’ve full confidence that she always does her best & I’m very glad she is also supporting the next generation in my family. Pauline is not just our financial advisor, more so, she is a great friend!

I have know Pauline for 5+ years now and I trust her for all my insurance needs. Pauline made sure we got the right coverage for our family, guiding us through every decision with care and expertise.

She takes the time to understand our needs and recommends the best plan for us, making tough choices so much easier.

Han Wei is dedicated insurance and financial planner. He is able to give prudent advices to me and guides me to chose what is suitable for me, notwithstanding his lost or reduction of commission. He responded to my insurance needs very quickly in search of an insurance company that can cover a £2 million repatriation travel coverage and at a lower premium than what I paid for. I wish him all the best in his future endeavours.

I started working with Ruihan when I needed help planning for my insurance needs and organising my investments. From our first meeting, he took the time to understand my goals, explain complex concepts in a way that was easy to understand, and backed his recommendations with facts and figures. Ruihan was always professional, responsive, and made me feel confident in the financial decisions we made together. Thanks to their guidance, I now have a clearer path for my insurance and investment needs, and feel much more in control of my finances. I highly recommend him to anyone looking for trustworthy and knowledgeable financial advice.