Dermot Monaghan

Senior Associate

About Dermot

Dermot states that "Why I became a qualified financial advisor is so that I could be ‘that person’, I myself would trust for advice on how to best manage my own finances, or those closest to me."

Dermot has built a large diverse global client base, based on his friendly 'non-sales' approach, in-depth knowledge, and most importantly his ability to listen and respond to the often different needs and circumstances of each and every client.

Dermot is a UK and EU Qualified Financial Advisor who meets the Financial Conduct Authority (FCA) requirements to give independent retail financial services and discretionary portfolio management advice in the UK, and since 2010 has specialised in serving the financial planning needs of expats mainly working in Oil & Gas in Central and Southeast Asia.

Dermot is a Diploma member of the Chartered Insurance Institute (CII) and the Personal Finance Society (PFS), a Certificate member of the Society of Insurance Broking (SIB) and holds the EFPA European Financial Advisor™ certificate from the European Financial Planning Association (EFPA).

Qualifications

  • DipPFS - Diploma in Financial Planning
  • EFA™ - EFPA European Financial Advisor
  • CertPFS(DM) - Certificate in Discretionary Investment Management
  • Cert CII - Certificate in Insurance and Financial Services

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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.