Having been in the industry for over 20 years, I have developed a full and detailed understanding of what clients are looking for -with the ability to build long term relationships by identifying their needs, goals and tolerance to risk and then providing bespoke advice and solutions accordingly.
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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