Chantelle de Waal

Senior Associate

About Chantelle

Chantelle believes in a client-centric approach when it comes to financial planning. She is dedicated to helping people make good investment decisions so they can achieve their goals and live satisfying lives.

Understanding that each client is different and has unique financial needs, she aims to provide a financial roadmap catering to each person’s needs so they can achieve attainable financial goals.

 

Qualifications

 

  • Bcom in International Trade, Marketing and Economics
  • Level 4 CISI (Chartered Institute of Securities and Investments) in Investment Management

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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.