We specialize in providing face-to-face advice on residential and commercial mortgages, investments, pension scheme, individual and company protection plans and general insurances for local customers. We have very close connections with many financial institutions and companies in the UK, can provide a very wide choice of products and services to our customers .

Get in touch

Opening hours

Our office is open from Monday to Friday, with the exception of the bank and public holidays.

  • 9:30 – 17:30
  • Closed

Yangxi Dong

MSc CeMAP Managing Director

020 7965 4598 / 07904 860 229

As an Financial Conduct Anthority -registered company director and mortgage consultant, Yangxi has more than 10 years’ experience of working in HSBC and ICBC in UK, as well as profound understanding and expertise in financial products and services.

Xuan Qu

MSc CeMAP Director, Senior Mortgage Advisor and Financial Advisor

020 7965 4598 / 0770 335 6605

Xuan is an experienced mortgage advisor, mainly responsible for personal residential and investment mortgages as well as insurance business. She is mainly responsible for the day-to-day management of the company

Nu-Ya McInnes

MBA DipFA Regional Manager & Financial Advisor

020 7965 4598 / 078 8173 7413

Nu-Ya has comprehensive experiences on advising high net worth clients, businesses, and individuals in terms of their investment, pension, mortgage and insurance. Her existing client base consists of Chinese communities in Scotland and London.

Cheryl Cheng

MSc CeMAP Public Relations Officer

020 7965 4598 / 0775 412 3380

Cheryl graduated from Strategic Marketing, Imperial College. She is responsible for branding, both online and offline campaigns, marketing strategy planning and execution and business development.

Seven Wang

MSc Insurance Broker

020 7965 4598 / 074 2256 9459

Seven graduated from Loughborough University with a MSc degree in Sport Business. He has accumulated a wide range of experience in customer relationship, sales, and business development and negotiation. He is currently our trainee insurance broker.

Raine Ding

MSc Insurance Account Manager

020 7965 4598/ 0751 674 3776

Raine graduated from International Corporate Finance & Banking, University of Glasgow. She has accumulated a wealth of work experience from Bank of Jiangsu in China. Now she is our Trainee Insurance Broker.

Shelley Shin

MSc Account Manager

020 7965 4598 / 07536 912 389

Shelley worked within the wealth management industry for almost a decade in Hong Kong. As a full member (MCSI) of The Chartered Institute for Securities & Investment (CISI), she has a wide range of knowledge in financial products as well as in Real Estates. She is responsible for account management.

Agnes Zhang

MSc Account Manager

020 7965 4598 / 07529 910 259

Agnes, graduated with MSc in Finance and Investment Management, the University of Aberdeen, has several years experience in commercial banking mainly serving Macau and Hong Kong regional clients, skilled in business negotiation and portfolio management investment. She is currently specialised in account management.

Mandy Chung

BBA Account Manager

020 7965 4598 / 0793 087 5197

Mandy graduated from Economics and Operations Management, HKUST. She has accumulated customer relationship and business development experience. She is currently our Account Manager.

Kathy Ma

MSc Account Manager

020 7965 4598 / 07419 414531

Kathy graduated from the programme of International Business and Emerging Markets, University of Edinburgh. She has experience in internationalisation and market entry strategy consulting for SMEs from previous work and study projects.