Introducing the Holborn App
Experience a seamless, secure, all-in-one financial management solution that fits in your pocket
Track your investments, monitor your property portfolio and stay on top of everything that matters
All the tools you need, in one App
See your assets at a glance
Get a clear, real-time breakdown of your portfolio asset allocation
Track investment performance
Keep tabs on your investment properties
Manage insurance policies
Schedule meetings with your financial adviser
View, manage and check your CBI/RBI applications
Track the progress of your applications, submit documents and stay updated at every step
Company Values
With Only the Client in Mind
At Holborn Assets we start with our core premise of 'only the client in mind' and apply this to all aspects of our business. It means more than just delivering excellent products and solutions, world class innovative service or best in class financial advisers; it's also about fixing things when they go wrong and ensuring you have total peace of mind.
Holistic Financial Planning
You've worked hard for your money and so is important for us to us to keep it safe and working hard for you. We do this by looking at the bigger financial picture and taking a holistic view of the financial issues faced by us all, from cradle to grave. When it comes to proper financial planning it's the only way to ensure we put the Right Money, in the Right Place at the Right Time.
Qualified and Experienced Financial Advisers
It may seem an obvious thing to say but our clients are our business, so naturally when selecting advisers to work with only the most qualified and experienced need apply. The majority originate from the tough regulatory regime of the UK where excellence in all areas is the gold standard. However, we also have specialist financial planners from Ireland, South Africa, America and India to cater to all your wealth management needs, whether it be sourcing you that low cost mortgage for a UK property, protecting your family with a robust life insurance package or ensuring you have saved enough money for retirement.
