Dynamic and analytical client relationship specialist with 8+ years in investment advisory, wealth management, and institutional partnership sales. Combines consultative dialogue with strong market research discipline to help clients achieve optimal outcomes. Seeking to leverage HNW client experience, financial insight, and cross-cultural communication to drive the position in Holborn.
Take a look at what some of our clients have to say about us...
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.
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