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Yangxi Dong

Managing Director and General Manager

Yangxi Dong serves as a director and financial advisor at a financial consulting firm registered with the Financial Conduct Authority in the UK. With a background spanning 9 years at both HSBC UK and ICBC UK, he possesses over 18 years of experience in personal financial consulting services. Dong has a profound understanding and professional expertise in the field of financial products and services, enabling him to provide comprehensive financial advice to clients. His registration qualifications ensure compliance with the highest regulatory standards across all aspects of financial services.

Xuan Qu

Senior Loan and Investment Financial Consultant

Xuan holds a Master of Science degree in Applied Sociology from the University of Oxford. She began working at Ocean Tide in early 2015, and in April of the same year, she obtained her CeMAP qualification, becoming a fully qualified mortgage advisor with extensive experience. In November 2019, she achieved her DipFA qualification, elevating her to a senior financial advisor. She offers comprehensive financial services, including mortgages, insurance, investments, pension planning, and estate tax planning.

Agnes Zhang

Account Manager

Agnes, a professional with over a decade of experience in banking and finance, holds a degree in Finance and Investment Management. Currently serving as the Marketing executive at Ocean Tide, she leads teams in driving business growth and optimizing operations. Previously, she spent two years as an Account Manager at Ocean Tide, specialising in mortgage application. Previously, she served for six years as an Assistant Manager in Commercial Banking at Macau Government Savings Bank. Fluent in Chinese, English, and Cantonese.

Kathy Ma

Account Manager

Kathy serves as a Senior Account Manager at Ocean Tide, and she is from Hubei, China, proficient in Mandarin and English. A graduate of the University of Edinburgh Business School, she holds an academic background in Accounting and International Finance. With over three years in the UK financial industry, prioritising customer-centric approaches to drive business growth has always been her professional ethos. She aims to cultivate stable and robust relationships with clients, thoroughly understanding their unique needs to provide tailored solutions.

History, values and purpose

• In 2005, Ocean Tide (UK) Ltd was established, with Mr. Yangxi Dong serving as Director and Mortgage Adviser.

• In 2015, the advisory team expanded with the addition of Mrs. Xuan Qu as a Mortgage Adviser to Ocean Tide.

• From 2016, Ocean Tide provided comprehensive financial services to clients, including loans, insurance, investments, pensions, and inheritance tax planning.

• In 2021, the team expanded again with the addition of new members, Account Managers Ms. Ma and Ms. Zhang.

• In 2022, Ocean Tide joined In Partnership.