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Holborn Assets UK

Keith Isaacs

Senior Associate
Book a Free Consultation with Keith

[email protected]

+27 3198 00129

About Keith

Keith began working life in the early 1980s where he forged a career in corporate management. After ten years in the company, he opened his own businesses, which he ran for the next 15 years.

After deciding it was time for a career change, he began a fulfilling career in Financial and Wealth Planning. He achieved his RE5, obtained an NQF5 National Certificate in Wealth Management and an NQF6 Advanced Certificate in Financial Planning (FSA™).

He is currently working towards CISI Level 4 through the International Chartered Institute of Securities and Investments based in London.

It is Keith’s passion to help professional individuals and business owners achieve peace of mind through a smart range of local and international investment solutions, with a specialist focus on tax mitigation and retirement solutions.

 

Qualifications

 

  • RE5
  • NQF5 National Certificate in Wealth Management
  • NQF6 Advanced Certificate in Financial Planning (FSA)
  • CISI 3

[email protected]

+27 3198 00129

Book your free consultation with Keith

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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.

    Book a free consultation with Keith