Changfei L

location_on London, United Kingdom

About Me

QFA, MBS, BCS, DIP in P.R & Marketing. I have extensive experience and proven track record in serving the high net worth individuals and business owners around the world. I am specialised in personal and business development, strategic financial planning and wealth management. I was recently appointed as Managing Director in C&M Wealth Group Ltd. My career began in Tax World Ltd as a sales manager providing tax consultancy services to high net worth individuals and business owners for 4 years. From there, I joined Bank of Ireland as a business relationship manager serving small-to-medium size business and facilitating their personal and business needs for 5 years. I then evolved as an associate financial adviser with Canada Life for 2 years, one of the largest financial institutions in Ireland, specialised in wealth management and investment portfolio building for high net worth individuals around the world.

My Areas of Expertise

Specialties: • Strategic Financial Planning • Personal and Business Development • UK Tier 1 Investor Program • UK Tier 1 Entrepreneur Program • UK Buy to Let Portfolio Building • Investment Portfolio Building • International Mortgage Finance • Marketing

Criteria

Investment Range
HK$250,000 To HK$2,500,000

Stages
Pre-Startup/R&D, MVP/Finished Product, Achieving Sales, Breaking Even, Profitable, Other

Industries
Education & Training, Medical & Sciences, Transportation, Agriculture, Software, Media, Business Services, Finance, Manufacturing & Engineering, Energy & Natural Resources, Property , Hospitality, Restaurants & Bars, Products & Inventions, Retail, Sales & Marketing, Fashion & Beauty, Technology, Food & Beverage, Entertainment & Leisure, Personal Services

Locations
Hong Kong

Countries

China, Hong Kong, Singapore

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