We are delighted to announce that Wai-Lee Ho has joined our team as a qualified Protection Adviser. Wai-Lee was a client of Four Oaks Financial Services and after talking to one of our Financial Advisers who provide financial advice in Lichfield and across the region, he decided that a change of career into Financial Services was right for him.
Wai-Lee has worked in catering all his life, but with a Bachelor’s in Business and Politics from Loughborough University and a Masters in Diplomatic Studies from Keele University, he felt that his talents could be better utilised and he would derive more personal satisfaction by working in Financial Services.
The financial services sector appealed to Wai-Lee’s natural desire to help people, and being a Protection Adviser he helps people protect what is most important, their families and themselves. These are the same passions that drive his interests outside of work. He is a District Councillor and Vice Chair of Audit and Member Standards at Lichfield District Council and a Parish Councillor in Hammerwich.
Wai-Lee has already attained two of the qualifications that will see him fully qualified as a Financial Adviser, namely Protection and Ethics. He intends to be fully qualified by the end of the year. He then has aspirations to qualify to provide advice in other areas such as Defined Benefits Transfers and possibly becoming a Chartered Financial Planner in the future.
Earlier this year Wai-Lee was invited to No.10 in recognition of his contribution to the Chinese Community in the Midlands. In his spare-time he is an avid Star Trek fan, and recently met William Shatner, the original Captain Kirk. Glad to have you on-board at Four Oaks Financial Services!