Jon-Pierre Narbey

Associate
Jon Pierre Narbey

About Jon-Pierre

Jon-Pierre has a degree in Finance and Economics from the University of Auckland, New Zealand and has an International Certificate in Wealth and Investment Management from the Chartered Institute for Securities & Investment.

While ensuring clients receive honest, fair and transparent financial planning, Jon-Pierre enjoys and takes pride in advising clients globally. He strives to make positive changes while tackling financial shortfalls by matching client needs and wants with tailored investment packages – all with an effective emphasis on tax-efficiency.

Jon-Pierre’s areas of expertise cover retirement planning, pension transfers, family financial planning including education savings, individual and joint income, life protection, trusts, offshore banking, international savings and reviewing of existing portfolios.

Furthermore, Jon-Pierre is dedicated to developing his skills through continued professional development and training. Jon-Pierre is therefore trusted by many and his advice comes highly recommended.

Qualifications

  • Bachelor of Commerce, majoring in Finance and Economics, University of Auckland, New Zealand
  • International Certificate in Wealth and Investment Management, CISI
  • MII PCEIA General Insurance AB PCAB, The Malaysian Insurance Institute
  • Fundamentals of Financial Services, CISI

Jon Pierre Narbey

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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.