Sam Ebbs

Senior Partner
Sam Ebbs

About Sam

Sam isĀ an accomplished and professional Wealth Manager and has been with Holborn Assets since 2005. Sam specialises in wealth creation and prides himself on paying close attention to detail, allowing him to deliver on promises and continuous quality service.

His role is to facilitate the aspirations and dreams of his clients. As an independent financial planner, he looks at the whole of the market available to expatriates and represent only the best interests of my clients. Sam strives for excellence and has built his business based on a full and detailed understanding of what clients are looking to achieve. His deep understanding of Wealth Management and Financial Planning principles means that the solutions offered are custom-built; not "off-the-shelf." People differ in many ways. And it is only by a full understanding of each individual in their entirety that the best financial solutions can be put together.

Using the practices of defined risk assessment and relationship to reward, portfolios are developed that will deliver performance over time in line with an individual's risk profile. Based on the level of risk a client wishes to take and their full understanding of what risk means, portfolios are optimised to manage individual's wealth in the most effective way.

Qualifications

  • CII: AC1, CF1, CF2, CF3, RO1
  • CISI: UAE Financial Rules and Regulations, Certificate in Wealth Management
  • BA Sport and Leisure Management, Loughborough University, UK
  • CISI Level 4

Sam Ebbs

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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.