I’m a qualified ACCA chartered accountant with over 25 years of experience across a broad range of financial sectors. My career has taken me through banking, investment firms, commercial firms, audit and taxation, gaining deep insight into financial planning, risk management, and client support.
Since 2021, I obtained my CeMAP qualification, I’ve specialised in the mortgage and protection industry, helping individuals and families make informed decisions about their financial futures. I provide tailored mortgage and protection advice across Scotland, England, Wales, and Northern Ireland.
Fluent in English, Mandarin, Cantonese, Hokkien, and Malay, I’m proud to support a diverse client base and make complex financial matters accessible and easy to understand, regardless of language or background.
Based in Edinburgh, I’m also a proud husband and father of two boys. I bring the same care and commitment to my clients that I do to my own family — offering honest guidance and personalised service at every step.
Whether you’re looking for mortgage guidance, protection advice, or financial expertise, I’m here to help you navigate your options with clarity and confidence.