Yovi Tan

Senior Associate

About Yovi

I graduated with a degree in international business. I have more than seven years of experience in the business and preferred banking industry in Malaysia. I have been an IFA since 2017.

My aim is to helping all my clients with tailor made financial solutions to help them achieve their financial goals in their daily lives. My specialties include: wealth advisory, estate planning, retirement planning, portfolio management, international mortgaging, child education planning and business development .

As financial adviser, I always plan ahead for clients’ short and long term financial goals. I absolutely monitor closely for financial market trends in order to give best financial solution for clients and update of assets allocation when necessary.

Qualifications

  • Registered Shariah Financial Planner
  • CMSL license
  • Licensed consultant from Federation of Investment Managers Malaysia in Unit Trust and Private Retirement Schemes in Malaysia.
  • Investor Protection Professional Certification License
  • General , Life and Takaful Insurance License
  • CFP module 1 & 2.
  • Member of CII & MII

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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.