James Parker

Senior Associate

About James

Having been with the Holborn group for 10 years, James has an excellent understanding of financial advice both here in the UK and in the offshore market. He offers a full financial planning service and also specializes in helping expats that have returned to the UK but still have offshore portfolios.

James is happily married and a proud father of four. Although he lives in Kent, he works with people all over the country through the wonderful world of Zoom. James is an associate member of the Chartered Institute for Securities and investments where he completed his Level 4 diploma and studies towards Chartered Wealth Manager status.

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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.