Shannon Dallenbach

Senior Associate

About Shannon

Shannon has been working in the Financial Planning Industry for almost five years, she considers one of her main strengths is being able to give each of her clients her personal attention and ensuring that their financial plan is perfectly suited to their individual needs. Shannon started in the local insurance and investment industry, she worked as an independent advisor for a few years before joining Holborn Assets. She is therefore well versed in the local space as well and can provide holistic planning to her clients. Shannon has completed all the local regulatory exams and she is currently in the process of obtaining an international qualification with the Chartered Institute of Securities and Investments, she will have obtained her Level 3 before 2020. Shannon’s main areas of expertise are offshore tax structuring for her clients, UK pension transfers, offshore property investment, investment management and risk planning, locally and abroad. Although Shannon is still fairly young and new to the offshore investment space, she brings a fresh outlook, is passionate about what she does and is extremely focused on learning and growing in her career each and every day.

Qualifications

  • RE5
  • CISI 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.