Second Opinion Service
An independent, objective review of your financial strategy
Our second opinion service gives you a fresh perspective on your financial plans. Spot gaps, take action, and keep your goals on track.
The Reassurance You Need
Managing your money isn’t always easy. In the UK, nearly half (45%) of adults don’t feel confident handling their day-to-day finances.
With markets, costs, and investment options always changing, it’s normal to question if your financial plan is working for you.
Our second opinion service is designed to solve this problem. We help you:
- Gain confidence and clarity in your financial decisions
- Spot opportunities you may have overlooked
- Optimise your financial strategy
- Ensure your risk level matches your goals
Getting a Second Opinion With Holborn Assets
To protect and grow your wealth, it helps to have a trusted partner by your side. Here’s why people turn to us for a financial second opinion:
Independent advice
Unbiased advice that puts your needs first.
Expat focus
We specialise in cross-border financial planning.
Global footprint
Wherever you are in the world, we're here to help.
Track record
Proven success helping clients optimise their financial strategy.
Features and Benefits of Our Financial Second Opinion Service
Features
Full review
We offer a full review of your existing plan and portfolio.
In-depth
We carry out an extensive risk and performance analysis.
Transparent
We give you a clear breakdown of all fees and charges with no hidden costs.
Personalised
Financial advice that fits your needs and goals.
Benefits
Confidence
A fresh perspective can bring peace of mind, knowing your financial plan aligns with your goals.
Optimise
Identify gaps in your strategy and optimise performance.
Risk tolerance review
Ensure you take the right level of risk for your goals.
Smooth switching
We make it simple and stress-free to move your plans and services to Holborn Assets.
How Our Second Opinion Financial Service Works
Our process is simple:
Initial consultation
Share your financial plan, goals, and priorities.
Detailed analysis
We assess your investments, fees, performance, and risk.
Personalised report
Receive a clear, jargon-free expert second opinion.
Actionable advice
Decide whether to stay the course, make changes, or explore new opportunities.
Ready for a Clearer Financial Future?
Check if your financial goals are on track. Our expert second opinion service helps you see if your money is working the way you want.
Financial Second Opinion FAQs
A financial second opinion is an independent review of your current financial plan, investments, or retirement planning strategy. It helps ensure you’re making informed decisions and that your financial goals are on track.
Yes. Even if you have a trusted adviser, a second opinion helps confirm whether their recommendations align with your best interests or if there is room for improvement. Just like a medical second opinion, seeking a second expert opinion for your finances can give you the reassurances you need.
Absolutely. People living abroad often have special and complicated financial situations, and a second opinion can help you feel more confident about your plans. At Holborn, we specialise in helping expats with cross-border wealth management, tax planning, and investments.
Our second opinion service is free. We offer a comprehensive review of your current financial plans, providing expert feedback and recommendations. If you decide to work with Holborn, costs will depend on the services needed, but we’ll always provide clear pricing upfront with no hidden fees.
Bring details of your current financial plan, investment portfolio, and any recent reports from your adviser. This helps us provide a detailed and accurate review.