Kutloano Shata

Senior Associate

About Kutloano

With over 16 years in the financial services industry, Kutloano Shata has a powerful combination of experience and knowledge to ensure all aspects of a client's business and personal financial and wealth plan are covered.


She specializes in creating bespoke plans from investing locally & offshore, tax structuring, retirement & estate planning, and mitigations against risk.


She will work closely with you in making all your wealth planning goals a reality.

 

Qualifications

 

  • Wealth Management Level 5
  • RE5

 

Book your free consultation with Kutloano


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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.