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Holborn Assets UK

Dina ElYacoubi Masri

Senior Wealth Manager
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About Dina

Wealth manager & seasoned banker

I specialize in Legacy Wealth Planning to Preserve, Grow and ensure Easy Transfer of Wealth.

Qualifications

  • Summa Cum Laude Masters of Science of Law ‘MSL’ in Financial Compliance & Risk Management by THOMAS JEFFERSON SCHOOL OF LAWA
  • Financial Regulation Qualification 3 by The Chartered Institute for Securities & Investment (The CISI)
  • International Certificate for Financial Advisers by The Chartered Institute for Securities & Investment (The CISI)
  • International Capital Markets Qualification - ICMQ by The Chartered Institute for Securities & Investment (The CISI)
  • Fellow Life Management Institute (FLMI) & (ACS) by LOMA / LIMRA

[email protected]

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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.

    Book a free consultation with Dina