Edward Steffens

Senior Associate
Edward Steffens

About Edward

Originally Edward hails from Durban, South Africa. He has had a highly-successful career of 20 years within the Financial Services sector.

Since joining Holborn Assets, Edward has taken the opportunity to develop his practice to include more specialist areas of advice – as well as a core offering of bespoke financial planning/wealth management advice to expats (capitalising on his experience in South Africa).

Edward’s service is tailored to meet the individual needs of clients, thus providing a single, seamless relationship as the basis for quality bespoke tax- efficient plans – whether for Education Fee Planning or Retirement Savings or savings & investment. Edward also offers expertise in insurance (protection cover and family income protection) as well as the management of overseas/offshore bank accounts.

Qualifications

  • NQF 5
  • RE 1 (SA)

Edward Steffens

Book your free consultation with Edward


    By submitting this form, you agree to our Privacy Policy

    Reviews from our clients

    Video reviews

    Take a look at what some of our clients have to say about us...

    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.