Chariot Tan
Deputy Vice President, Financial Services · 14 Years in Industry
MDRT Qualifier
Investment & Wealth Growth
Legacy Planning
Protection & Risk Management
My Story
I have always been drawn to building things from the ground up. Over the course of my career, I have had the privilege of helping organisations grow into multi-million-dollar enterprises, working across industries and developing a sharp understanding of what it takes to build systems, teams, and environments where people can genuinely do their best work. Thoughtful strategy, clear communication, and decisive action are the principles I bring to every high-stakes moment, whether I am advising a business or guiding a client through a critical financial decision.
Leading a global team of financial advisors has been one of the most rewarding chapters of my career. Fluent in English and Mandarin, I work with clients across Asia, building trust and crafting solutions that make a real and lasting difference. I also write regularly, with articles and opinions that have appeared in both local and international publications, and I led the integration of a 60-strong team into a unified, high-performing practice. Along the way, I have picked up a few industry awards, though I would like to think the relationships I have built matter far more than the accolades.
On weekdays I focus on building one of Asia's best financial practices. On weekends, I am fully committed to my duties as a father. I bring the same level of care to both. My approach to financial advisory is grounded in genuine interest in the people I work with, a healthy dose of humility, and the firm belief that in a world full of numbers, a good conversation is priceless.
Specialties
What I Focus On
Strategy-led financial planning built on deep expertise, honest counsel, and a genuine commitment to each client's long-term success.
01
Investment & Wealth Growth
Data-informed investment strategies with ongoing market monitoring, designed to grow client portfolios purposefully and profitably.
02
Protection & Risk Management
Comprehensive coverage solutions with proactive claims support, ensuring clients are properly protected when it matters most.
03
Legacy & Wealth Planning
Bespoke financial and legacy planning strategies that preserve wealth across generations and reflect each client's long-term intentions.
04
Business & Leadership Advisory
Strategic advisory for business owners and leaders, drawing on extensive experience growing organisations across multiple industries in Asia.
Client Testimonials
What Clients Say
★★★★★
Yul
I have never been keen on investing, maybe due to a lack of knowledge. The advisers I had met either had no good information or a clear explanation on investing. When I met Chariot, I didn't really expect much and thought it was going to be another usual sales meeting. But it didn't turn out as predicted. With his deep knowledge, Chariot was able to identify and analyse possible investments that were suitable for me. His professionalism convinced me to invest, and there was no looking back ever since as all his investment recommendations have been profitable. Chariot is not just an advisor but a friend who you will look up to for sound and profitable investment guidance.
★★★★★
Victor Lim
While many agents are primarily focused on sales, Chariot is one of the few who genuinely cares what his policyholders are going through and knows how to advise to ensure a win-win situation. Thank God I had Chariot as my agent, as I suffered an injury back in mid-2014 which required me to undergo major surgery. Under his advice, I managed to be treated by the best doctors at Gleneagles, fully covered by my existing policies. It would be your good fortune to have an agent like Chariot serving you. It would be an impossibility to lose out on anything when you choose to work with him.
★★★★★
Timothy Tan
I am very grateful to Chariot for the invaluable financial advice he has given me. He is great at what he does and he has the passion for it. He would constantly update me on market movement, and if I had difficulty understanding the market, I know I can always look to Chariot for help. I have recommended him to my family and friends as he is highly reliable, and would do so to anyone else looking for a financial advisor.
★★★★★
Vernon Lim
I am very impressed by Chariot's professionalism, expertise and breadth of knowledge in the field of bespoke financial planning. His attitude of gratitude was demonstrated by his punctuality and his integrity was evident in the solid portfolio he manages. I highly recommend Chariot as a sounding board for personal finance and legacy planning. You will walk away enlightened and empowered.
★★★★★
Daphne Cheong
I am impressed with Chariot's passion to share his expertise and how he cares for his policyholders. He has gone the extra mile to give me advice on another policy of mine which had not been purchased under his name, and provides me with frequent updates on how my investments are doing. Most importantly, Chariot is able to explain the details thoroughly to a layperson and answer all questions I have. I felt like he has given me great insight into my investments and I am always excited to review my progress. As of today, I have referred two of my friends to take up investments with Chariot and would not hesitate to do so again.
★★★★★
Sameer
It was by chance that I met Chariot and I have to say that his knowledge is one of the best I have seen. He is fantastic at what he does and is always updating us on market performance and keeping us informed about our investments. Thank you once again Chariot. Truly appreciate it.
★★★★★
Goh H.M.
Chariot is undeniably the most knowledgeable and experienced advisor I have seen. One of the most impressive experiences engaging Chariot was the purchase of my Critical Illness plan. Due to a pre-existing condition, an exclusion was certain. Despite this, Chariot went the extra mile to contact several providers in search of the best possible plan for my case. He even suggested going for a second medical review, which eventually led to the removal of my exclusion. This was a stark contrast from my previous experiences where my condition was not declared due to misrepresentation. Chariot demonstrated high integrity and approached the matter transparently. His investment insights are equally exceptional. I will certainly recommend Chariot if you are looking to grow and protect your personal wealth.
★★★★★
Jolene Wong
Chariot is really one of the best financial advisors in the market. His service is truly impeccable, which is what you really want from someone handling your finances and policies. He will always go the extra mile and I am always impressed with how thorough he is with his follow-ups. He cares and he is credible.
★★★★★
Claire Tan
Having worked with quite a number of insurance agents previously, I can testify that Chariot is indeed one of the more outstanding ones I have seen. Chariot constantly strives to work in the best interest of his clients and always ensures that his clients' concerns are attended to. His patience, attentiveness and professionalism provide reassurance to the client. I believe my trust is well placed in Chariot.
★★★★★
Yudy Chandra
Chariot is one of a kind. It is not just a matter of selling investment premiums; he demonstrated great customer service practice, from informing me of the underlying assets of my investment to keeping me informed about market dynamics. His knowledge of investing and how to maximise returns is top notch. I would definitely recommend Chariot to anyone looking to optimise their return through great customer care.
★★★★★
Sharon Teo
As a client of Chariot's for almost five years, Chariot has consistently provided an excellent level of professionalism and service. Throughout our interactions, it is evident that he highly prioritises my insurance needs and convenience as a client, and strives to ensure that the recommended or purchased policies do meet my needs. He is prompt in getting back with information I have requested, and his after-sales service is remarkable and reliable. I highly recommend Chariot.
★★★★★
Ashrael Koh
I met Chariot during my tenure as a Manulife corporate staff member and engaged his service to handle my personal investment portfolio. That says a lot, given I could have chosen a staff discount instead. Chariot is a seasoned Financial Adviser with a reliable and effective manner of handling investment portfolios and keeping clients updated without intrusion. He is up to date on evolving market trends and actively protects his clients' investment interests. I have recommended his service to close acquaintances and will not hesitate to continue doing so.
Get in Touch
A Conversation Can Change Everything
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