Adrian Lyons

Vice President

About Adrian

Adrian is both UK and internationally qualified with over 25 years experience and more than 14 years offshore.

Adrian is a fully qualified advanced wealth and investment adviser and holds both the UK and international qualifications from both The Chartered Institute for Securities & Investment (CISI), and The London Institute of Banking & Finance (LIBF).

Adrian provides full holistic financial planning advice covering family protection, wealth creation, wealth preservation, asset and portfolio management, and inheritance tax planning.

However, Adrian’s primary area of expertise is complex UK and international pension consolidation/transfers (SIPP, QROPS and QNUPS).

Adrian spends his time between the UK, Western Europe and The Middle East servicing his clients and helping them to achieve their financial goals and objectives.

Qualifications

  • Member of the London institute of banking and finance MLIBF DipFA ®
  • CISI i,ii, iii
  • Financial services regulation and ethics ( Merit)
  • Advanced financial advice
  • Series 65 qualified and registered with FINRA for USA based clients

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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.