Peter Wilson

Head of Client Relations

About Peter

Peter has been managing Client Relations for over 15 years both in the UK and UAE within other sectors. He qualified to work in International Financial Services nearly 10 years ago, having left the UK in 2008. For the past 3 years, he has specialized in Client Relationship Management and Compliance with some of the largest brokerages in the Middle East, and currently performs these roles at Holborn.

Peter is Level 4 Qualified, holding a Diploma in Financial Advice through the London Institute of Business and Finance, and is completing his Compliance qualifications this year.

He has been staunchly passionate about service and standards and for the past 20 years, and his business relationships are still as strong today as they were from the beginning. He likes to ensure sound financial advice is practiced wherever he works and has spent the last 10 years of his financial career building lifelong relationships with clients and advisers to ensure honesty and trust are at the forefront of their bond.

Qualifications

  • LIBF, Diploma in Financial Advice (Level 4)

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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.