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Chung-Yeung Shek



Chung-Yeung joined the team in Edinburgh in September 2017 having worked in Financial Services in Planner and Paraplanner roles.

A self-confessed ‘Excel geek’, Chung-Yeung enjoys working on financial modelling tools as it gives a clear picture of financial projections based on individual client circumstances.

Chung – Yeung is currently working towards his level 4 Diploma in Regulated Financial Planning with the CII and supports Financial Planner David Gow.

What has been your proudest career achievement to date?

“In the early days, obtaining my Financial Planning Certificate and becoming a qualified financial planner.”

Tell us one thing that people would be surprised to find out about you.

“I’m busy most weekends with church related activities. It gives a pleasant respite from the busy-ness during the working week and often puts things in life into perspective.”

What’s the best advice you’ve ever received?

“Check your logic.”