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Robin Thornton

Partner
Robin Thornton Partner, Holborn Assets

About Robin

Robin is an experienced manager dealing with day-to-day financial planning and wealth management for expats throughout the world. With over 100 private clients & AUA of over $40m, Robin’s areas of expertise include protection (Life & Critical Illness, Wills), general offshore savings, pensions, education planning, SIPPs, QROPS and IHT planning.

Robin is extremely qualified to deal with cross border tax issues & financial planning as he is qualified as an Investment Counsel with the SEC in the United States alongside his UK qualifications. He frequently is approached with complex planning issues including golden visa’s and people relocating between the UK, USA, Europe, Gibraltar and Spain to name a few!

A common-sense approach centred on the demystifying of financial products and services is how Robin achieves long-term wealth creation and protection for expat clients.

Qualifications

  • CII – Financial Advisers International Qualification
  • CISI – Certificate in International Wealth Management
  • CISI – UK regulation and Professional Integrity
  • CISI – Investment risk & taxation
  • CISI – Financial Planning and advice
  • CISI – Level 4 certificate in Para Planning
  • CISI – Level 4 Diploma in Investment Advice
  • CPD – 17,19,20 & 2021
  • (2021) NASAA – Investment advisor law (USA)

Robin Thornton Partner, Holborn Assets

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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.