Jon Holand Email & Phone Number

Shanghai City, China

My ultimate goal as a financial advisor is to understand what clients want and then to help them work towards and, hopefully, achieve those goals. By doing so, I hope to give my clients peace of mind so that they can focus on the things that matter to them, be that work, family or anything else. In my experience, people are either short on knowledge, interest or certainly time to properly plan their finances. That's where I can help. In helping people create a financial plan, I take into account their short, medium and long term goals, current investments, spending habits, risk tolerance, investment horizon and personal investment preferences. The most common areas of interest for clients are: retirement planning, university fee planning, life insurance, critical illness insurance, QROPS, pension transfers and portfolio management.

Shanghai

The committee was founded to strengthen and refine the company's client focus, manifest our activities and promote high standards of ethical conduct among management and members of staff. The objective of the committee is to monitor and promote the maintenance of our Business Code of Conduct. It examines and give recommendations to management and board to adopt and implement. It aims to reinforce our commitment to training, education and ongoing professional development, which are central to the company's culture

I manage a team of 7 financial advisors. My focus is to ensure that my team truly listens and understands every aspect of each client's situation. Providing good financial advice is not simply pushing a product, nor is it simply looking at stock prices and expounding on the theory of asset allocation. Successful advisors have technical knowledge, but equally as important, they genuinely understand what issues are important to the clients and what their true priorities are. My goal is to ensure that the advisors can take their understanding of their clients' situation and apply their technical knowledge and first-class client service to create a valuable service that will simplify clients' lives and give them peace of mind.

Shanghai

My ultimate goal as a financial advisor is to understand what clients want and then to help them work towards and, hopefully, achieve those goals. By doing so, I hope to give my clients peace of mind so that they can focus on the things that matter to them, be that work, family or anything else. In my experience, people are either short on knowledge, interest or certainly time to properly plan their finances. That's where I can help. In helping people create a financial plan, I take into account their short, medium and long term goals, current investments, spending habits, risk tolerance, investment horizon and personal investment preferences. The most common areas of interest for clients are: retirement planning, university fee planning, life insurance, critical illness insurance, QROPS, pension transfers and portfolio management.

Shanghai

My ultimate goal as a financial advisor is to understand what clients want and then to help them work towards and, hopefully, achieve those goals. By doing so, I hope to give my clients peace of mind so that they can focus on the things that matter to them, be that work, family or anything else. In my experience, people are either short on knowledge, interest or certainly time to properly plan their finances. That's where I can help. In helping people create a financial plan, I take into account their short, medium and long term goals, current investments, spending habits, risk tolerance, investment horizon and personal investment preferences. The most common areas of interest for clients are: retirement planning, university fee planning, life insurance, critical illness insurance, QROPS, pension transfers and portfolio management.

Shanghai

My ultimate goal as a financial advisor is to understand what clients want and then to help them work towards and, hopefully, achieve those goals. By doing so, I hope to give my clients peace of mind so that they can focus on the things that matter to them, be that work, family or anything else. In my experience, people are either short on knowledge, interest or certainly time to properly plan their finances. That's where I can help. In helping people create a financial plan, I take into account their short, medium and long term goals, current investments, spending habits, risk tolerance, investment horizon and personal investment preferences. The most common areas of interest for clients are: retirement planning, university fee planning, life insurance, critical illness insurance, QROPS, pension transfers and portfolio management.

Shanghai City, China

My ultimate goal as a financial advisor is to understand what clients want and then to help them work towards and, hopefully, achieve those goals. By doing so, I hope to give my clients peace of mind so that they can focus on the things that matter to them, be that work, family or anything else. In my experience, people are either short on knowledge, interest or certainly time to properly plan their finances. That's where I can help. In helping people create a financial plan, I take into account their short, medium and long term goals, current investments, spending habits, risk tolerance, investment horizon and personal investment preferences. The most common areas of interest for clients are: retirement planning, university fee planning, life insurance, critical illness insurance, QROPS, pension transfers and portfolio management.

Master’S Degree, Economics And Politics Of East Asia, Chinese And Japanese Language, A

Bachelor'S Degree, International Economics, Politics, Japanese, Chinese, Russian, French

Activities and Societies: Japanese Student's Association 4 years Captain of soccer team Phi Beta Kappa National Honor Society Pi Sigma.

International Baccalaureate

International Baccalaureate