Jacqueline Evans

Head of Group Administration and Operations

About Jacqueline

Jacqueline – known as Jackie – has been in Financial Services for all her working life. Starting in 1982, she worked in the UK as a practice manager for an Independent Financial Advisory Practice in her home town of Shrewsbury, Shropshire, becoming a Partner at the age of 25. Her company was also an agent for the Nationwide Building Society and, throughout her long career, Jackie has gained experience in many key aspects of Financial Services.

Jackie moved to Malaysia in 2001 to further her career. Jackie has worked for some of the larger Offshore financial services companies based in Kuala Lumpur, Bangkok and Singapore. Jackie co-founding Greenwood Private Wealth Management Ltd in 2006, which was acquired by Holborn Assets in 2017.

Qualifications

  • Financial Planning Certificates I & II (Chartered Insurance Institute)
  • PC Examination for Insurance Agents (Malaysian Insurance Institute)
  • Jackie has served as an elected Council Member on the Labuan International Insurance Association (LIIA) for the past 4 years representing her industry sector. She is also a qualified member of both the Chartered Insurance Institute and the Malaysian Insurance Institute.

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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.