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Daniel Moucarry

Senior Financial Advisor
Daniel Moucarry

About Daniel

With over four years of experience as a Senior Financial Advisor at Holborn Assets LLC, I provide professional advice and guidance to clients on personal and corporate wealth management, through integrity and sensible investments. I have a proven track record of delivering tailored solutions that meet the diverse needs and goals of my clients, while ensuring compliance with the relevant regulations and standards.

I also leverage my previous experience as a Managing Partner and a Procurement & Facility Manager, where I excelled in stakeholder management, financial and audit acumen, and operational efficiency, to elevate organizations to their highest potential. I have a certification in International Procurement Management, and strong skills in CRM, analytical thinking, and problem solving. I am passionate about helping clients achieve financial security and peace of mind, while building long-term and trusted relationships.


Qualifications:

  • B.A Management
  • CIPM

Daniel Moucarry

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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.