Edward Steffens

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.

Qualifications

  • NQF 5
  • RE 1 (SA)

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