Roy Walker

Senior Wealth Adviser – Private Client Services

About Roy

Originally an engineer, Roy took his MBA in Finance in 1992, at Imperial College London. Entering the corporate arena, he was involved in several corporate acquisitions, and served as director for two company stock-market listings. He was also managing director of a national ISP in the UK, guiding its post-acquisition turn-around. Subsequently moving into private wealth management, he enjoys building long-term working relationships with clients worldwide. Roy spent twenty years working in various countries in Asia, including seven years in Singapore as a licenced financial practitioner. He was delighted to receive the award of Singapore's 'Best Financial Planner' in 2018 by the Financial Planning Association.

Roy holds financial qualifications from UK, Singapore and USA. True to his technical background, as a ‘financial engineer’ he brings attention to detail, broad expertise, and analytical skills to wealth management. He’s also an enthusiastic communicator, and enjoys helping clients improve their knowledge and understanding of investment matters.

Qualifications

  • Singapore College of Insurance - Exams M5, M8, M9 & HI
  • CISI - International Certificate In Wealth Management
  • NASAA Series 65 – Uniform Investment Adviser Law Exam

Book your free consultation with Roy


    By submitting this form, you agree to our Privacy Policy

    Reviews from our clients

    Video reviews

    Take a look at what some of our clients have to say about us...

    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.