Financial Adviser DipFA, ACSI in London
I help business owners, professionals and international families make confident financial decisions, protect what matters most and build long‑term wealth for future generations. Having held senior corporate leadership roles and built businesses in management consulting and property investment, I bring a practical, commercially minded approach to financial planning. I advise on protection, pensions and retirement planning, investments, inheritance tax and estate planning, and school and university fees. I advise in English and Mandarin, with conversational Cantonese.
Based in the City of London and advising clients across Greater London and nationwide, I combine professional financial expertise with real‑world business and family experience. I understand the challenges clients face and provide clear, straightforward advice focused on helping them achieve the outcomes that matter most. The most rewarding part of my role is seeing clients feel in control of their finances, confident about the future and reassured that their money is working hard for them.
Investing can help your money grow over time, but the value of investments can go down as well as up.
Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.
Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.
For help understanding how the Autumn Budget could impact you, get in touch with me today.
Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.
Approver Quilter Financial Services Limited. October 2026.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Home contents insurance, buildings insurance.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
London
United Kingdom
Yanhong is located in London and offers expert financial advice to suit your needs.
My journey into financial planning began with my own questions. I came to the UK as an international student nearly 30 years ago and built my life and career here from the ground up. I understand the challenges of settling in a new country, learning how the UK tax system works, how to invest tax efficiently and how to make the right financial decisions at each stage of life.
These experiences underpin the practical and empathetic advice I provide today; they give me the insight to help clients make clear, confident decisions with a full understanding of the tax, investment and planning implications behind every choice.
I hold an MBA and the Diploma for Financial Advisers (DipFA) from the London Institute of Banking and Finance, and I am an Associate of the Chartered Institute for Securities and Investment (ACSI). I also maintain up‑to‑date CPD in Consumer Vulnerability in Later Life through the Society of Later Life Advisers, which helps ensure I am mindful of the sensitivities and additional support some clients may need when discussing their financial circumstances. I advise in English and Mandarin, with conversational Cantonese.
Financial planning is about your story, your ambitions and the future you want to build. Whether you are protecting your family, building a business, investing for long-term security, planning for retirement, supporting ageing parents or preparing for inheritance tax, I provide clear, structured advice tailored to your circumstances and your family’s long-term wellbeing.
I provide holistic financial planning for individuals, families and business owners, including:
Every plan begins with understanding your full picture. From there, I provide straightforward advice focused on the outcomes that matter most to you.
I am active in the civic and professional life of the City of London. I have served on the ITV Diversity Panel and the International Trade Committee, provided commentary for the BBC on international mobility and business culture and acted as a school governor. I also support the charitable and educational work of several City Livery Companies.
These roles keep me closely connected to the latest developments across the City and beyond, allowing me to bring up‑to‑date thinking, emerging trends and relevant policy insights directly into my clients’ financial planning.
In my spare time, you will often find me in concert halls, theatres and other cultural venues across London. With my children now young adults, I have more time to focus fully on my clients and the families I support.
Whether you are starting your career, protecting your family, building long‑term wealth, planning for retirement or looking to reduce a future inheritance tax bill, I would be pleased to help. I advise in English and Mandarin, offering clear, practical guidance tailored to your goals.
My business thrives on referrals, so if you know someone who could benefit from financial advice, I would appreciate you passing on my details.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 02 November 2026.
