Francois Roodt

Senior Associate

About Francois

Francois is a highly experienced and trusted International Financial Advisor with a background in commercial law, tax law, compliance, economics and finance and Banking. He dedicated eight years of tertiary education to invest in himself and his client’s future.

He utilizes a holistic approach, applying his knowledge and experience in all areas from Estate Planning, tax mitigation to Portfolio & Investment Management and Retirement planning. Clients find his calm professional approach to help to identify their Financial Planning needs refreshing and gives them the confidence and peace of mind they need to entrust him in helping them achieve their financial goals.

He strives to provide a highly professional service, working with clients over the long term and working with clients to accommodate them when their personal circumstances change. He is dedicated to the idea that personal success is linked to client satisfaction.

 

         Qualifications :

  • Bachelor of Commerce-Financial Management- UNISA
  • CISI Level 4 Certificate in Advanced Wealth Management
  • Anti-Money Laundering (Aml) Risk, Challenges & Vulnerabilities Towards Risk-Based Approach

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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.