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 DipFA 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 DipFA 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

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.

Kathy Ma

MSc Account Manager

020 7965 4598 / 020 7965 4600

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.

Wren Zhang

MA Marketing Intern

020 7965 4599 / 020 7965 4600

Wren graduated from King’s College London with a masters in digital communications. She has experience in social media management, brand marketing and event management through her internships and is currently responsible for social media and relationship management.