About Clifford

Ensuring client-focused advice in the offshore investment space is critical for delivering exceptional wealth management services. Leveraging vast experience in the local Spanish and Portuguese wealth management industry, Cliff specializes in assisting high-net-worth clients to fulfill their investment and insurance needs.

Holborn excels in personalized client assistance, and by utilizing this approach, Cliff can significantly enhance the financial portfolios of his clients. This is achieved through the incorporation of offshore tax-efficient investment strategies, local and global retirement planning, risk protection, international trusts, educational financial planning, and overseas property investment.

This comprehensive approach ensures that clients receive an unmatched resolution for their worldwide financial requirements, aligning their investments with their personal and financial goals while optimizing their wealth in a tax-efficient manner. By maintaining a focus on individualized advice and leveraging diverse investment opportunities, Cliff ensures that each client's unique needs and preferences are met, offering peace of mind and financial security.

Qualifications

• BA Psychology (WITS - South Africa)
• Microsoft Certified Systems Engineer
• Chartered MCSI - Chartered Institute for Securities & Investment
• Cert CII (FS) - Chartered Insurance Institute