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Edward Steffens
Edward Steffens
Senior Associate

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.

Employment History
Employment Hightlights
Qualifications

Employment History

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.

More about Me

Married

Married for 32 years to Belinda. Two kids age 30 and 27.

Hobbies

Walking, running, lawn bowls.

Extra Curricular

Cycling and travelling back to South Africa to spend time with his family and friends.

What My Clients Say

I was introduced to Edward early in 2011. At that stage I had just retired and had investigated several investment strategies proposed by several leading banks. I asked Edward to do the same.

I found him very knowledgeable in formulating an investment strategy for me. All the steps were outlined as we gradually entered the market over 5 months. Four years down the road and the strategy has worked well. He is open and receptive to ideas and/ or concerns I may have. I find this refreshing and one of his strengths. I would recommend Edward for any advisory position.

Cliff Hutchison

 

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