Jonathan Ralph

Senior Associate

About Jonathan

Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He holds a first-class honours degree from the University of Bath and the Diploma in Regulated Financial Planning from the Chartered Insurance Institute. He is passionate about personal finance, and helping people to achieve the lifestyle of their dreams through smart decision making.

Attracted by the opportunity to build an outdoor-focused lifestyle in the sunshine, Jonathan lives with his partner in a country house on stunning Mallorca. When not advising clients on their wealth management position, Jonathan enjoys mountain hikes, barbecues with friends and long days at sea.

 

            Qualifications:
            Diploma in Regulated Financial Planning (Level 4) - CII
            Certificate in Securities Advice and Dealing (Level 4) - CII
            Certificate in Discretionary Investment Management (Level 4) - CII
            European Financial Advisor certification - EFPA
            BA (First-Class Hons.) - University of Bath

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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.