How to Invest

Options on how to invest your money.

Invest in your future

There are a variety of ways that you can invest but one of the first points to address is whether you want to put aside money every single month, or if you prefer to make single payments of larger amounts when it suits you. Both methods have their pros and cons so it all depends on what works best for you; whether you are saving for retirement, to pay for your children’s education or any other life goal.

In some cases, a combination of methods may be the right solution, but it all depends on what is right for you in your unique situation. We all need to invest in our financial futures and we will work with you not only to set up plans, but also to manage them over the years.

Speak to one of our experienced and qualified independent advisers about the right investment solutions for you.

Monthly Investment

  • Most people are employees and are paid monthly, so it makes sense to set money aside every time you get paid.
  • Regular premium plans offer the easy discipline of money being paid to a plan automatically, before you can spend it on something else.
  • No risk of forgetting a payment.
  • No need to worry about fluctuations as you drip-feed into markets, known as dollar cost averaging.
  • Low premiums so a great way to get started.
  • No need to save for ages before you can get started.
  • Choice of investment terms to suit your needs.
  • Good choice of investment funds that can be tailored to suit personal preference.
  • Ongoing management means your money is looked after.

Lump Sum Investment

  • If you have already accumulated cash, you can invest a lump sum, from as little as £10,000 or $15,000.
  • No need to commit to making regular payments so useful for those who receive irregular income, commission or bonuses.
  • Option to make further investments as and when suits you.
  • Good choice of investment funds that can be tailored to suit personal preference.
  • Ongoing management means your money is looked after.
  • Larger sums give a bigger choice of investment funds, up to 80,000 options in some cases.
  • You can benefit from tax-efficient structures.
  • More discipline may be required to achieve savings goals as the onus is on the individual to make payments.
  • Flexibility of withdrawals.
  • Less administration can mean lower costs.

Why Holborn Assets for Investments?

  • Registered and Regulated

    We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.

  • Looking after your money

    We know that proper ongoing management can make a real difference to the returns you can achieve on your investments. Your adviser will review your investments every year to ensure you are on track and we’re here to help, guide and advise whenever you have any queries.

  • Access to the best plans

    As part of our holistic approach, Holborn Assets cherry-picks the best products and funds from our network of professional partners on your behalf. There is no one-size-fits-all answer and we work with you to provide the best solutions to your specific needs.

Get in touch

Complete the form if you’d like to discus your investment options and how Holborn Assets can help.

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History and Heritage

Holborn Assets was established in 1998 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world’s fastest growing City State and one of the economic wonders of the world.

Holborn Assets has regulated operations in the UK, Europe, Asia and South Africa and a global administration hub employing 150 people in Sri Lanka. The corporate DNA that has underpinned our growth is simple: we are passionate about helping people put the right money, in the right place, at the right time.

We are a friendly, family company with British values of integrity and respect for all.

Don’t just take our word for it

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