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 choose Holborn Assets to help you invest

  1. Certified Credentials

    Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.

  2. 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.

  3. Strategic Credentials

    Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.

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    Company Values

    With Only the Client in Mind

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    At Holborn Assets we start with our core premise of 'only the client in mind' and apply this to all aspects of our business. It means more than just delivering excellent products and solutions, world class innovative service or best in class financial advisers; it's also about fixing things when they go wrong and ensuring you have total peace of mind.

    Holistic Financial Planning

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    You've worked hard for your money and so is important for us to us to keep it safe and working hard for you. We do this by looking at the bigger financial picture and taking a holistic view of the financial issues faced by us all, from cradle to grave. When it comes to proper financial planning it's the only way to ensure we put the Right Money, in the Right Place at the Right Time.

    Qualified and Experienced Financial Advisers

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    It may seem an obvious thing to say but our clients are our business, so naturally when selecting advisers to work with only the most qualified and experienced need apply. The majority originate from the tough regulatory regime of the UK where excellence in all areas is the gold standard. However, we also have specialist financial planners from Ireland, South Africa, America and India to cater to all your wealth management needs, whether it be sourcing you that low cost mortgage for a UK property, protecting your family with a robust life insurance package or ensuring you have saved enough money for retirement.

    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. 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.

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