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Steven Monaghan

Wealth Manager
Book a Free Consultation with Steven

[email protected]

+971 4 457 3800

About Steven

I advise and educate expatriates achieve long term financial security by providing unbiased and independent financial advice on portfolio and asset management, retirement planning, pension transfers, protection and insurance planning, property investment and second passport options along with wealth preservation on death for family.

  • Pension transfers
  • Private Pension/Savings Plans
  • Full analysis of my existing Investments
  • Efficient tax planning
  • Property Investment
  • Second Passport Options

I have over 20 years experience and I've helped clients in the US,Europe, Asia and the Middle East

Qualifications

  • CISI
  • QFA
  • Compliant Investments

[email protected]

+971 4 457 3800

Book your free consultation with Steven


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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.

    Book a free consultation with Steven