James Marks

Senior Associate
James Marks

About James

I am originally from Reading, England but I consider my hometown to be Cyprus. I fell in love with this beautiful island when my parents moved here 25 years ago. I enjoy travelling and being in nature as much as possible and generally being active and enjoying the journey. After many years in the UK working in business and becoming a Director of an Italian company, from my mid 20’s I then set up my own successful business with over 100 staff.  I was then lucky enough to have the opportunity to move to Cyprus and work with expats to organise and maximise their finances. Moving to the UAE in 2013, I continue to enjoy helping people to protect what they have and plan for what they would like to have and need in their future.

Qualifications

  • CII Award in Financial Planning
  • CII IF1 Insurance, Legal & Regulatory
  • CISI Level 3 Certificate in Wealth & Investment Management
  • CISI Level 4 Certificate in Advanced Wealth Management

James Marks

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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.