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Gladstone Morgan British owned and managed financial planning consultancy

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Gladstone Morgan is a British owned and managed financial planning consultancy. As Independent financial advisers, we specialise in providing independent advice to expatriates and foreign professionals with regard to international banking, insurance, savings and investments for financial planning security.

We help clients with retirement planning (e.g. early retirement), college fees planning and making the most of balanced savings and investments for the short, medium and long term needs.

Our advisers are qualified under the UK financial services authority (FSA) and our China office representatives have been been operating here since 2001.

History of Gladstone Morgan
Our origins date back to 1987 in the UK and our international services started in Hong Kong in 1992. Today, we provide services to a truly international client base situated in many countries around the world. As a small international consultancy, we remain focused on the quality and niche skills of our experienced advisers and support staff. As a result, our teams are committed to building worthwhile relationships and providing excellent client service. This means that our clients will continue to work with the same team for as long as they require, wherever they are in the world.

Our 6 strategically located bases in the UK, Hong Kong, Bangkok, Kuala Lumpur, Dubai and Shanghai allow us to cover the globe. Assets are usually held in either Hong Kong, or British Isles of Guernsey or Isle of Man (for legitimate tax advantages). This means that wherever clients are based they do not have to continually move their assets from one geographical location to the next. This therefore stabilises their advice and their asset management, saving them both time and money. Our clients find this convenient, secure and very cost efficient.

Testimonials
“I have frequently been contacted by financial advisers in Shanghai who interrupt my work and try to sell their products at the worst possible times. However, I have found Chris Golding to be very professional and I was happy that I took the time to visit him. Instead of trying the ‘hard sell’ approach, he took time to see which products would be suitable and did not push to move more quickly than I wanted. I am very satisfied with the professionalism”.

“I liked the approach I had from Chris (Golding) and was happy to meet with him to discuss some ideas. After our first meeting, I felt very assured and comfortable that he could help me with my objectives. I have since introduced other expatriate workers and am very satisfied”.

“I have worked with Chris Golding since 2002. Chris is responsive to my needs and has introduced an investment programme that matches my requirements. As well as very professional Chris has explained each step clearly and is always available for
any questions offering excellent customer service”.

“I started working with Chris Golding in 2001. From the first contact he has taken a professional approach. It was quite refreshing to have his “no pressure” approach to getting started. I was pleased with the open discussions we had about the options made sense for my situation. He continues to provide timely updates and ideas as our relationship progresses.”

“I find advice from banks and other familiar sources very impersonal and seem to be treated only as a number. Chris (Golding) on the other hand provides a very personalised service and takes time to consult, analyse and provide options at a pace my wife and I were very comfortable with. The world of financial services is very competitive but I we found Chris to be very professional and he never applied any pressure while he helped us to make our decisions. We find this approach very valuable”.

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