Ian Morris

Senior Associate

About Ian

Ian has had an extensive professional career spanning over 16 years in the Financial sector. Ian lives by the motto of "being motivated by the fear of being average" and strives to filter this into all areas of his life, including work, Family, client interactions, and personal passions. Values that are at his core include integrity, honesty, and building lasting relationships.

 

Qualifications:

RE5 certificate from the South African Regulator

 CISI level 3

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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.