Financial Planning
Expert financial planning advice and services tailored to your goals.
Our financial planning services help you make informed decisions with confidence. Get expert advice and take control of your future.
What is financial planning?
Managing your money can feel overwhelming.
Without a clear financial plan, your goals can slip out of focus, and decisions may stray from your long-term vision.
Financial planning helps you add structure and organise your money. It starts with understanding where you stand, defining your goals, and building a long-term strategy to reach them.
Everyone can benefit from expert advice, but for expats, navigating complex cross-border rules and unique challenges makes professional guidance even more valuable.
Our team delivers personalised financial planning to keep you on course and help you build a strong foundation for the future.
Our financial planning approach
At Holborn, our goal is to help you reach yours.
We believe financial planning should be personal, transparent, and independent. Most importantly, it should always put your needs first.
We don’t just work for clients. We build relationships and work with you to help you achieve long-term financial success.
Our approach to financial planning is:
Personal
No off-the-shelf advice; every plan is tailored to your needs and goals.
Transparent
We use clear language, with no jargon or hidden costs. You get straightforward, independent advice.
Independent
Our advice is unbiased and always focused on what’s best for you.
Over 24,000 clients worldwide trust Holborn with their financial future
Our financial planning services
We offer comprehensive financial planning services to give you the expert support and guidance you need.
Whether you’re an expat managing cross-border taxes or want to plan for retirement, our services are tailored to your needs.
Retirement planning
Create a retirement plan that gives you peace of mind and financial independence. From pension transfers to growing your pension pot, we’ll help you make the most of your money now to meet your future income needs.
Investment advice
Investing is a smart way to build wealth over time, but making the right choices can be challenging. We provide professional investment advice to help you build a portfolio that matches your risk level and goals.
Estate planning
Make sure your wealth is protected and passed on smoothly. Our estate planning covers wills, trusts, and inheritance tax planning to secure your family’s future.
Savings planning
Whether you’re saving for your child’s education or a big purchase, a savings plan helps you stay on track and reach your goals. We’ll work with you to create a plan to save and grow your wealth.
Tax planning
Tax planning helps you stay compliant and tax-efficient. For expats, it makes navigating complex cross-border tax rules easier. We’ll help you structure your finances to minimise tax exposure and optimise your long-term wealth.
Wealth management
Wealth management is a comprehensive service that combines multiple financial services into one package. Our wealth management solutions help you grow and protect your wealth, and prepare for the future.
Second opinion service
Already have a financial plan? Our second opinion service gives you an independent review to make sure your current strategy still fits your needs.
The right tools for the job
The right tools can help you understand your financial situation and plan more effectively.
We offer free resources to help you review and plan your finances. Our calculators are quick and easy to use, giving you a clearer picture of your current and future financial situation.
Click the link below to see our financial tools and get started.
Financial planning in your pocket
The Holborn App is an all-in-one financial planning tool that puts powerful features at your fingertips.
Monitor your finances
Get a full breakdown of your assets and see how your money is allocated.
Track your investments
Monitor performance, review key metrics, and stay updated on market trends.
Access to expert advice
Get expert help when you need it. Contact your financial adviser or schedule a meeting directly through the app.
Ready to take the first step?
If you’re an expat looking for financial planning advice or just want to secure your financial future, our advisers are ready to help. Start building a stronger foundation today.
Investment Visa FAQs
A financial planner gives expert advice and creates a plan to help you reach your financial goals. They can guide you on investing, saving for retirement, estate and tax planning, and more. Financial planners also recommend products and offer ongoing support.
Expats often face extra challenges with financial planning because of their unique situations. Our expat financial advice makes cross-border issues like taxes, investments, and retirement easier to manage. At Holborn, we help clients in Dubai and around the world, with offices in 18 countries.
There is no strict rule for when to review your financial plan. We suggest reviewing it once a year or whenever your personal situation changes, such as moving abroad or starting a family.
Financial planning is about reaching specific goals, like saving for retirement. Wealth management takes a wider view, bringing together services like investment management, tax planning, and estate structuring to help grow and protect all of your finances.
Our teams worldwide are ready to help you with your financial planning. Find your nearest office and speak to a financial adviser using the link below.
,Financial planning focuses on specific goals or parts of your finances. Wealth management is broader and covers many areas of your financial life. Wealth managers usually work with high-net-worth clients or those with complex financial needs.
Why Holborn?
Client focused
With Holborn Assets, your interests come first. Expert advice and innovative financial solutions tailored to you and your goals.
Highly qualified
Our advisers hold qualifications from some of the world's leading regulation bodies. We never stop learning to keep your assets in expert hands.
Regulated
Wherever we operate, we adopt the highest regulatory standards, so you can feel confident that your money is in safe hands.
Why Holborn?
Client focused
With Holborn Assets, your interests come first. Expert advice and innovative financial solutions tailored to you and your goals.
Highly qualified
Our advisers hold qualifications from some of the world's leading regulation bodies. We never stop learning to keep your assets in expert hands.
Regulated
Wherever we operate, we adopt the highest regulatory standards, so you can feel confident that your money is in safe hands.