Jose Pillay

Senior Associate

About Jose

Jose has been an Independent Financial Adviser for six years and has been in the Financial Services industry for over ten years. He has built relationships with individuals and families, providing them with financial advice.


Jose has provided advice on various issues such as estate planning, life assurance, critical illness and income protection. He has also assisted clients with their savings, investments and retirement planning. Jose enjoys helping individuals, which spills into his occupation when providing advice and recommending solutions.


In his downtime, Jose enjoys spending time with family and friends, watching sports and participating in community development.

 

Qualifications

  •  Certificate in Economic and Management Sciences
  •  RE 5
  •  Final Year - Bachelor in Business Administration

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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.