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Kurt Diedrick

Wealth Manager
Kurt Diedrick

About Kurt

I am an accredited Wealth Manager with over 6 years experience in financial planning and wealth management. I have 38 years’ experience in the Financial Services Industry, having spent this in Retail, Commercial and Investment Banking and Insurance. My financial services experience includes having spent 6 years heading up the international audit team of a major South African Bank responsible for the auditing of their offshore branches; treasury, offshore private banking and trust companies in numerous locations, including Isle of Man, Guernsey and Jersey.

I have a strong track record of helping clients achieve their financial goals. With a client-centric approach, I provide personalized guidance on retirement planning, tax optimization, estate planning, and wealth preservation through customized investment strategies tailored to each client's unique needs and risk tolerance. I am committed to building long-term relationships based on trust, integrity, and transparency, ensuring that my clients feel confident about their financial future.

Qualifications

  • Management Development Program
  • RE5
  • Senior Management Development Program

Kurt Diedrick

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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.