Alan Hobbes

Senior Associate

About Alan

Alan spent four years with Old Mutual SA and 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 nine years. Afterwards, he was approached by Carrick. There he gained vast experience in the offshore investment planning space. He has since joined Holborn Assets, 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. In the company, the ultimate value added to the client means 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. Moreover, he also enjoys being musically creative.

 

Qualifications

 

  • RFP 1
  • RFP 2
  • NQF5

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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.