Sam Daynes

Senior Associate

About Sam

I have been a financial adviser for over 23 years. I enjoy spending time with my clients, to really understand their needs, requirements and goals. This ensures that I build individual tailor made solutions. Through my many years of experience, I have developed an in depth understanding of all aspects of the financial sector.

I have worked for leading Financial institutions, both in the UK and offshore. I fully understand the complexities involved in all aspects of financial planning, and I am dedicated to ensuring that my clients are informed and advised of the best solutions to meet their specific needs. Furthermore, I understand the importance of maintaining these client relationships, so that the needs and requirements of my clients continue to be met in an ever changing world.

Having relocated to Spain from Bristol in 2017, I have studied and enhanced my knowledge to fully comprehend the solutions and benefits of individual EU countries. I now work as a Senior Associate for Holborn Assets here in our Spanish office.

My knowledge of the Financial Sector includes tax planning, investment, savings, retirement, property and in achieving the specific financial targets of my clients.

I have my Level 4 Diploma in Professional Financial Advice (DipFA through the London Institute of Banking and Finance LIBF – formally the IFS). I have also achieved the full CeMAP (Certificate of Mortgage Advice and Practice).

I very much enjoy meeting my clients throughout Europe and in my spare time, I enjoy travelling, running and playing the guitar.

Qualifications

  • Diploma in Professional Financial Advice (DipFA) Level 4
  • Certificate in Mortgage and Practice (CeMap) Level 3

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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.