Luis Jimenez

Luis was born in Ecuador and grew up in the U.K. before relocating to Hong Kong in 2020. He has worked in the financial services industry since 2014.

He is a dually qualified adviser in the U.K. and Hong Kong. He obtained a Diploma in Regulated Financial Planning (DipPFS) from the Chartered Insurance Institute (CII), and is currently studying towards achieving chartered status.

Luis helps clients create, implement, and review financial plans to achieve the goals that they set out for their lives. He does this by providing a range of services, which include retirement planning, investment advice, insurance, trust and estate planning, and cashflow modelling.

He believes in working in partnership with his clients, which means putting their lives at the centre of his conversations. H likes to take the time to know and understand the background, philosophy, needs, and personal objectives. This allows him to support clients in achieving what they want with the money they have.