To describe what I am looking for -
I want a financial planner to help me plan for and secure my long term financial future, by advising on investments, pensions, tax, property, and then eventually things like inheritance etc. In the short term I want to make sure I am on track for a good retirement, and have a proper plan set out.
I also like the idea of building a relationship with a financial planner, so when my finances become more complicated (such as when my parents die) I will have someone I trust at hand.
If anyone listens to the 'Meaningful Money' podcast, I am looking for someone like Pete Matthews.
What I am not looking for is someone to charge me 5% to invest in a few random funds.
So far I haven't found any such firm or individual planner to provide this. Can anyone help advise?
Note, I have read a lot of negative perceptions on this forum about financial services in HK, and a "just do it yourself" mentality. This is what I have been doing to date, with mixed levels of success. I already hold a reasonable portfolio of funds and shares, but feel I would benefit from access to professional advice at this stage.
About me: 33 year old British expat in HK.