Craig O’Sullivan

Senior Associate

About Craig

I am originally from Chester, UK and currently working with Holborn Assets, part of the UAE team. I aspire to help those seeking life-long retirement solutions through disciplined savings and investment strategies. I enjoy working with families, individuals and corporate companies on achieving their financial objectives.

Since 2013, I have been building strong relationships with clients by offering holistic advice that’s transparent, ethical and regulated. I am always learning and increasing my knowledge to adapt to market and regulation changes so that I can be one step ahead for clients.

I currently hold International and UK qualifications in the industry and progressing to chartered status. Regarding my area of expertise, this will include pension planning, DC/DB pension transfers, state pension advice, IHT planning, property investment, short to long term savings and retirement solutions, family and business protection.

Qualifications

  • International Certificate in Wealth and Investment Management – CISI
  • Diploma for Financial Advisers, DipFA, Level 4

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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.