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Tristan Stevens

Senior Associate
Tristan Stevens

About Tristan

I am a highly motivated individual who values my relationships with my clients above all. I pride myself on going above and beyond for my clients on a personal and professional level regardless of the impact on myself. This leads to cost effective and holistic financial planning. I aim to build lifelong relationships with my clients, guiding them through this treacherous path we call life by giving them the tools, structures and most importantly the right mindsight in order to reach their aspirations. I started in this industry at a young age and going into my 10th year, I bring a strong wealth of knowledge and experience to my clients' lives.

I started my journey in Durban, South Africa looking to make my mark in the world. Learning from those around me, endless research and putting myself through difficult situations without fear which allowing me to grow and become the best version of myself.

Qualifications

  • BCom Marketing
  • Inseta NQF 4 Wealth Managementt

Tristan Stevens

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.