Edward Steffens

Senior Associate

About

Originally Edward hails from Durban, South Africa. He has had a highly-successful career of 20 years within the Financial Services sector.

Since joining Holborn Assets, Edward has taken the opportunity to develop his practice to include more specialist areas of advice – as well as a core offering of bespoke financial planning/wealth management advice to expats (capitalising on his experience in South Africa).

Edward’s service is tailored to meet the individual needs of clients, thus providing a single, seamless relationship as the basis for quality bespoke tax- efficient plans – whether for Education Fee Planning or Retirement Savings or savings & investment. Edward also offers expertise in insurance (protection cover and family income protection) as well as the management of overseas/offshore bank accounts.

Skills and expertise

    • NQF 5
    • RE 1 (SA)
  • Edward has been married for 32 years to Belinda, they have two children age 30 and 27.

    Edward is a friendly and honest person. He loves to meet people and is outgoing. He’s also a sport addict and loves to watch cricket and rugby as well as training, walking or cycling every morning.

  • Cliff Hutchison

    I was introduced to Edward early in 2011. At that stage I had just retired and had investigated several investment strategies proposed by several leading banks. I asked Edward to do the same.

    I found him very knowledgeable in formulating an investment strategy for me. All the steps were outlined as we gradually entered the market over 5 months. Four years down the road and the strategy has worked well. He is open and receptive to ideas and/ or concerns I may have. I find this refreshing and one of his strengths. I would recommend Edward for any advisory position.

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