Celebrating 25 years

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Geoff Dore

Senior Associate

About Geoff

Hailing from the Eastern Cape, Geoff joins the Winelands team based in South Africa. Geoff started his career in financial services in 2012. Most recently, he provided fiduciary expertise as the Head of Private clients for an International Trust and Pensions company based in Guernsey.


He now focuses on providing financial advice, tax structuring, cross-border planning, and investment management, particularly for South Africans looking at offshoring their wealth or expats with ties to their home countries. Secondly, Geoff supports the development of new global pension products and assists our advisory team with understanding the technical elements of these solutions.


Away from work, Geoff is married to Samantha, proud to say, another esteemed member of the Holborn team in SA. He enjoys spending time outdoors with his family, travelling around the globe, doing anything that gets his pulse racing, and mastering his golf swing.

 

Qualifications

 

  • B.Com Degree in Investment Management
  • Post Graduate Diploma in Financial Planning

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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.