Robert Gourlay

Senior Associate
Robert Gourlay

About Robert

Robert is a qualified financial and investment planner who has worked throughout South East Asia for the last seven years. Financial planning to Robert, is a very simple process: it is about working together with clients to provide a detailed plan to enable the achievement of the client’s personal goals and objectives, as well as helping them to protect themselves from life’s unforeseen circumstances and events.

Robert’s specialties include expatriate taxation, pension and retirement planning, wealth management, budgeting, creation and protection, health, life and personal insurances as well as property sales, international mortgaging and banking.

Qualifications

  • Level 4 Certificate in Advanced Wealth Management, Chartered Institute for Securities & Investment (UK)
  • Level 3 Certificate in Wealth and Investment Management, Chartered Institute for Securities & Investment (UK)
  • Award in Financial Planning, Chartered Insurance Institute (UK)
  • Award in Investment Planning, Chartered Insurance Institute (UK)
  • PCEIA Iife Insurance AC, Malaysian Insurance Institute (Malaysia)
  • BSc (Hons) in Exercise Physiology, Edinburgh Napier University (2010)
  • HNC in Fitness, Health & Exercise, Stevenson College (2007)

Robert Gourlay

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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.