Who We Are
Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach. Tell us about your current situation, what your financial goals are and when you’d like to achieve them. We then develop a practical plan designed specifically for you to achieve these goals. We’ll discuss the bespoke plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, our qualified financial advisers are here to help & provide guidance for you both now and in the future.
Our Area of Expertise
Big decisions around planning for your retirement benefit from professional advice. Our qualified UK advisers can work with you to help build up your funds for retirement, investigate how effective your current pension funds are and can advise on how to extract tax efficient funds from your pensions if you’re aged 55+.
Self Invested Personal Pension (SIPP)
We take our independence very seriously. This is why we are categorised as Independent Financial Advisers providing a whole of market service and have no ties to any banks, insurance companies or investment managers. We act for our clients and all that we do professionally is aimed at delivering their financial goals in the most efficient and cost effective manner. We are able to offer the full range of pension arrangements to meet our clients retirement goals including personal pensions, self invested personal pensions (SIPPs), Drawdown plans and annuities. For overseas clients we are able to offer QROPS where appropriate. We rigorously review all product features, terms and costs in order to provide our clients with the best value for money.
Defined Benefit Pension Transfer
This is highly regulated advice and for most people a transfer is unlikely to be appropriate. We operate very robust procedures to ensure our clients achieve the best possible outcomes.. We take a holistic financial planning view, at the heart of which lies a thorough assessment of your goals and the options to achieve them. Our advice is totally independent of the outcome. Once we have provided it, on request, we will provide the required confirmation as required by FCA rules, irrespective of outcome. Where re recommend in favor of a transfer, as independent financial advisers, we are able to chose from the entire market to select the most suitable plan for your needs. We take care of all of the paperwork for you to ensure that this service is as trouble free as possible for you, Our ongoing review service will help keep you on track to achieve your financial goals.
How can Holborn help?
Planning what to do at retirement can be a daunting task for anyone, which is why in most cases it gets forgotten about. Here at Holborn UK, we work with our clients to understand their individual situations and help them to make the most of their retirement funds. Some of the most common questions we help our clients answer are:
- Have I saved enough?
- What are my retirement options?
- Can I access my pension before retirement age?
- How much tax will I need to pay?
- Will my pension pot last?
If you’ve ever asked yourself one of these questions and have struggled to find the answers, you’re not on your own. Get in touch below and one of our expert financial advisers will arrange a no obligagtion conversation with you.
Get In Touch Now
Download Our Free Pension Guide
What will you take away from this guide?
- What pension options are available
- Is a pension transfer right for you
- Insight into releasing tax-free cash
This free guide will help you to discover your retirement fund options.
Holborn Assets Pension Service
Holborn offers a highly robust Pension advice service. We hold an initial free discussion with our clients to understand their goals and discuss potential options for achieving them. If you decide to proceed, we’ll then carry out an in-depth analysis of these options, using sophisticated cash flow pension scheme analysis and psychometric investment risk analysis software. Finally we’ll produce written recommendations, irrespective of whether we are recommending a transfer or not.
A key component of our sevices is that we ensure clients fully understand our advice. This is a specific regulatory requirement, in-place so clients can make informed decisions.