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Craig McConnell

Senior Wealth Manager
Craig McConnell

About Craig

Craig has over 17 years of experience helping families and individuals with their Financial Planning within the UK, Hong Kong and now Vietnam. He takes a holistic approach to Wealth Management to ensure he looks at all areas of his clients current arrangements , listening to their aims and objectives in order to help them make balanced financial decisions.

Craig places an emphasis on customer service which has helped him develop a successful client bank through regular personal and client referrals. His clients find him personable which gives them confidence in his genuine interest for their financial security.


Qualifications:

  • Chartered Insurance Institute Level 4 - Pensions and Retirement Planning
  • Confederation of Insurance Brokers - Hong Kong (CIB)
  • HKIA - Principles and Practice of Insurance
  • HKIA - Long Term Insurance
  • HKIA - Investment Linked Long Term Insurance

Craig McConnell

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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.