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Originally from Hong Kong, Andrea has been in the UK financial services industry over 25 years, both as an advisor for a large American insurance company, and for the last 16 years as a Financial Planner at Ablestoke, during which time Andrea has successfully completed the full Advanced Financial Planning Certificate.  Andrea also holds specialist qualifications in Taxation & Trusts & Long Term Care. Andrea specialises in providing inheritance tax planning and investment solutions for clients. Outside of work, Andrea is an accomplished musician, sings at the Lisson Grove Choir plus is also a keen photographer.

Ablestoke is a trading style of Ablestoke Financial Planning LLP, an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

Registered Address

Admirals Offices Main Gate Road,

The Historic Dockyard,

Chatham, Kent,

ME4 4TZ
Registered in England and Wales
Disclaimer: Some employee benefits & auto enrolment are not regulated by the Financial Conduct Authority’
Registered in England and Wales. Registered number: OC367708
Disclaimers: 
Some employee benefits, cash on deposit advice, auto enrolment, tax planning, inheritance tax planning, will writing, powers of attorney, trusts & estate planning are not regulated by the Financial Conduct Authority Tax treatment varies according to individual circumstances and is subject to change.

The guidance and/or information contained in this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK