Hi, I'm Edward Steffens
Personal Financial planning, Investment planning, Retirement planning, Lump Sum investment, Protection Planning, Offshore Personal Banking
Originally Edward hails from Durban, South Africa. He has had a highly-successful career of 20 years within the Financial Services sector.
Edward is a friendly and honest person. He loves to meet people and is outgoing. He's also a sport addict and loves to watch cricket and rugby as well as training, walking or cycling every morning.
Originally from Durban, South Africa, Edward has worked for reputable companies such as Liberty Group and Old Mutual (South Africa) before moving to Dubai in 2015 and joining Holborn Assets as a Senior Associate.
Since joining Holborn Assets, Edward has taken the opportunity to develop his practice to include more specialist areas of advice - as well as a core offering of bespoke financial planning/wealth management advice to expats (capitalising on his experience in South Africa).
Edward's service is tailored to meet the individual needs of clients, thus providing a single, seamless relationship as the basis for quality bespoke tax- efficient plans - whether for Education Fee Planning or Retirement Savings or savings & investment.
Edward also offers expertise in insurance (protection cover and family income protection) as well as the management of overseas/offshore bank accounts.