Jason Conlin

Senior Associate

About Jason

Jason is one of Hong Kong’s leading and striving financial advisers. He is a member of the Hong Kong Confederation of Insurance Brokers and is a foremost expert in areas such as QROPS, SIPP, QNUPS, lump sum portfolio management, savings plans and life Insurance.

Jason takes a holistic approach towards wealth management ensuring protection and succession planning are in place before managing savings and investments. His customer centric approach allows him to engage with a diverse range of clients including company directors, lawyers as well as families wishing to save for and protect their future.

Jason has flourished in the financial Industry as a well respected professional, who always believes in delivering the very best to all his clients. He is an experienced financial adviser which is evident in his years of experience and also from the reciprocation of his client base, not only in Hong Kong but globally.

Qualifications

  • Registered Technical Representative, Hong Kong Confederation of Insurance Brokers (HK)

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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.