Simon Carr

Senior Wealth Manager
Simon Carr, Senior Wealth Manager - Holborn Assets

About Simon

I have, since 1996, looked after clients from the UK, including medical professionals, SME businesses and returning ex-pats; it made perfect sense then for me to join Holborn asset management after taking a year out to resettle in Thailand. Building relationships with clients that are generational, trusted and mutually beneficial is my focus.

On a personal level I am enjoying cooking Thai and South American food, the new opportunity to explore Asian culture, I love the beach, geopolitics and astronomy and am not a bad pool player.

Qualifications

  • MIFS Level 4 qualified in the UK
  • MAQ (Mortgage Advice Qualification)
  • RE5 Advise

Simon Carr, Senior Wealth Manager - Holborn Assets

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    Why choose Holborn?

    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 would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.