Alan Hobbes

Senior Associate

About Alan

Alan spent 4 years with Old Mutual SA & then teamed up with the Primesure Consulting Group, where he became a director. He later joined Absa Special projects advising clients on onshore Financial Planning.

He then decided to take the independent route as a Financial Advisor and started Honeycomb Financial Planning, later joining forces with Fish Financial Advisory Services T/A Trinitas for 9 years. He was then approached by Carrick where he gained vast experience in the offshore investment planning space. He has since joined Holborn Assets being the 2nd largest independent wealth advisory in the world.

It is of utmost importance to Alan that his clients are backed by an organisation like Holborn where the ultimate value add to the client is having absolute peace of mind in achieving their current and future financial planning goals, knowing that their assets are safe and secure no matter where they are in the world.

Alan Is passionate about people in between being musically creative.

Qualifications

  • Registered Financial Planner & Certificate in Wealth Management NQF5 and completion of the RE exam
  • The Registered Financial Planner certificate was completed through The Financial Planning Institute of SA
  • The RFP2 Board assessment was completed for the NQF qualification
  • The RE exam was completed. It was necessary to do this exam as standard practice according to legislation for all advisors
  • The Certificate in Wealth Management course was completed under the Guise of PSG and Stellenbosch university

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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.