As Principal of a Senior Partner Practice of St. James's Place, his vast experience has established a highly successful practice for individuals and businesses looking for a personalised service that focuses on achieving financial goals. A press commentator for many years, Wai has been called upon in the past to comment on financial issues for, amongst others, The Daily Telegraph, Money Mail, Bloomberg Money and BBC Breakfast.

Operating from offices in North Dorset, Wai looks after a rich diversity of clients which have been generated largely from referrals. They are located all over Dorset, Hampshire, as well as Devon, Cornwall, Wales, and the Home Counties.

Continually looking to improve and expand his knowledge and skills, Wai has achieved accreditation with SOLLA (Society of Later Life Advisers) and therefore is able to offer expertise in Long Term Care planning.

A wealth management adviser who is absolutely driven to achieving the best financial profile possible for every client and one that brings real depth of knowledge is a great recipe for success. Incidentally, Wai is very good at recipes! In fact he is famous amongst his friends for his Chinese cooking, passed on by his father, Hong Kong Chinese born, Charlie Cheung, who is the man credited with opening the first ever Chinese takeaway in Britain!