Celebrating 25 years

Read about our history

Andrew Carter

Senior Partner

About Andrew

Andrew offers twenty years of experience in financial services, and says that:

“My main focus throughout my career has been to provide the very best advice and highest level of service that my clients could possible receive within the industry. I believe in complete confidentiality and honesty for my clients.

All client’s needs vary, and require tailoring to suit personal objectives and goals – and this is where my vast experience and knowledge in the industry and markets allows clients to put their trust in me.

My aim is to be able to take away all clients worries regarding short/long term savings, fees for children’s education, retirement income, life insurance and estate planning. In other words the complete financial package.

I have a broad spectrum of financial experience in the UK, Europe and the Middle East, which puts me in good stead to sort out what products are best suited for the client’s tax situation (should it arise.)”


  • FPC 1 – Financial Services & their Regulation
  • FPC 2 – Protection, Savings and Investment Products
  • FPC 3 – Identifying and Satisfying Client Needs
  • IFS – Certificate in Mortgage Advice & Services
  • IFS – CEMAP Bridge Paper
  • CISI 1 – International Introduction to Investment
  • CISI 2 – Certificate in Wealth & Investment Management
  • CISI– UAE Financial Rules & Regulations

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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.