We pride ourselves on providing the highest standard of financial planning, quality advice and service.
Professional, Organised and Responsive
“I have known and worked with Janet for over 10 years now. In fact, she “inherited” me after one of her colleagues left the UAE. In that time, I have always found Janet helpful, professional, organised and responsive with my financial planning needs. She has a lot of patience, and with that patience gets through good advice for the future.”
Intagulf FZCO / IDS – Dubai
Knowledgeable and Trustworthy
“I met Stuart on one of his trips to Auckland (New Zealand) and he worked with me to transfer my UK-based pension into a QROPS. I found him to be fantastically professional, highly knowledgeable and a very nice guy to boot. Trust is hard to come by when you’re dealing with significant amounts of money that is important to your family, but he went above and beyond to ensure that I was comfortable with what I was doing, knew all the steps involved and that there was nothing hidden from view. It says a lot that I continue to hear from him even after the transfer, so his service is far more than just transactional. I enjoyed his company so much I even invited him over to meet my family over a beer. He still hasn’t done taken me up on that, but I won’t hold it against him.
I’d have no hesitation in recommending Stuart to anyone who is looking to transfer their pension. He has a rare mix of knowledge, expertise and likeability that’s hard to beat.”
Head of Strategy at Interbrand
Completely Trust Them
“As a first-time investor, I was introduced to Sam Ebbs through friends and completely trusted him to steer me through the complicated world of financial investments. With no hard sell and a down-to-earth approach, Sam and I agreed upon a plan which worked for my needs and my budget. Additionally, Sam led me through any changes to the portfolio as we went along in order to maximise my investment. For a small monthly amount (which I hardly missed) when the plan cashed in I received a lovely lump sum, giving me the extra funds I needed to secure my dream property. Thank you, Sam!”
Professional and Approachable
“We have worked with Gavin Webster since 2004 and have thoroughly appreciated his complete integrity, professionalism and approachable style.
The task of medium to longer-term financial planning can seem very daunting – particularly when living as an expatriate in a region which has relatively little financial regulation. The advice and support that we have received from Gavin over the past 12 years has considerably eased this stress. He has guided us through our planning process and supported us in the transfer of corporate pensions to a QROPs schemes.
Gavin has listened to our needs and responded with options which completely match these needs. We look forward to working with Gavin for many years to come would have no hesitation in recommending his services as a Personal Wealth Manager.”
John & Catherine Bentley
Experts in the Field
“In the many years that I have known Robert Parker (Bob), I have always been especially taken by his unconditional sense of giving to others without any expectation whatsoever of getting anything back.
I trust Bob completely and have always felt sure that he would deliver fully on anything that he commits to. In my view, Bob is a role model to everyone around him as a husband, father, friend and business colleague.”
“Knowledgeable, transparent, concise with an ability to communicate complex tax and financial issues clearly are a few of the factors that make Keren Bobker an exceptional advisor. Having been introduced to Keren whilst trying to recover from mis-sold products by one of Dubai’s numerous “wealth managers” Keren has not only helped resolve that issue but over a period of 8 years has also provided invaluable guidance which has helped us achieve a level of financial security that means we return to the UK with an amazing start to our new lives.”
“We used Michele Carby and she is world class. I have always been wary of financial advisors and have had bad experiences. With Michele, I saw in her a mother, a person who cares more for her clients rather than the goal of making money. Michele is concerned for the good of her clients which for me is what sold me to use her. Give her a try, you won’t regret it.”
Louis James Hutton
“Having worked with Stuart Bichard and knowing his integrity, honesty, professionalism and financial services experience, I had no hesitation in instructing him to look at my UK frozen pensions. Stuart provided an excellent service combining all my pension funds into one easily managed product, a QROPS, which is gaining in value for the first time in years. Stuart provided a product to suit my individual needs with great flexibility for the future. I wish I had done it years ago. Stuart’s knowledge and understanding of the international pension market really is superb.”
Honest, Reliable and Helpful
“I have known Danny Quinn for three years. Danny has been my personal Wealth Advisor for Holborn Assets Insurance brokers. At all times I have found him to be professional, honest, reliable and helpful. I can highly recommend Danny and I’m happy to provide further information if required.”
Military Instructor at Al Shaheen
Wonderful Expertise and Service
“Janet Knight is a huge credit to Holborn Assets. It was a pleasure meeting Janet four years ago. Janet took the time to find out our needs, helped us choose the best packages with the best benefits and has continued to deliver ever since. Janet’s knowledge of her services and ability to match them to our needs has certainly made a huge difference to our accounts today. It has been a joy doing business with Janet and we look forward to many more years to come. We have highly recommended Janet to many friends who have also been pleased with her wonderful expertise and service.”
Sue and Barry Shields
Interested In What’s Right For Us
“Thanks to her initiative Vivian Van Eeden has become a part of our lives. Her professionalism coupled with a personal touch has made us feel a sense of security that we’ve entrusted our future with her. One thing that’s always stood out in our dealings with Vivian is that she is interested in what’s right for us at the time, not in what’s going to be good only for her.”