Financial Planning

Our tailored financial planning and tax reduction strategies are built with you in mind

Financial freedom with less boundaries

Reaching your financial goals starts with a well-structured financial plan.

Financial planning is essential for building a comprehensive picture of your current financial situation. By evaluating where you are now and where you want to be from a financial perspective, you can create a clear roadmap to achieving your goals.

Ultimately, a financial plan aims to help you effectively achieve short, medium and long-term goals such as:

  • Financial security when you retire
  • Ensuring that your assets are passed on the way you intended
  • Providing a charitable legacy
  • The arrival of grandchildren
  • Paying off debt such as student and car loans
  • Paying your monthly rent
  • Paying off your credit card debt

A detailed and well-structured plan will help you reach your financial goals in retirement

At Holborn, we know that everyone’s situation is unique. We all have different goals and objectives, which is why we take a tailored approach to financial planning.

Our financial planning solutions are built with you in mind. Our goal is to help you enjoy your retirement in a way that aligns with your lifestyle.

If you’re ready to take control of your finances and work towards a better financial future, contact us using the form below.

Why choose Holborn Assets?

  1. Certified Credentials

    Our investment professionals hold a variety of prestigious investment qualifications from recognised professional bodies such as the Chartered Insurance Institute, London Institute of Banking & Finance, Chartered Institute of Securities & Investment and CFA (Chartered Financial Analyst) Institute. We encourage all advisers to keep studying to keep their qualifications relevant and up to date.

  2. Registered and Regulated

    We benefit from appropriate regulation in all our geographical areas of operation and have been operating successfully in the field of investments since 1998.

  3. Strategic Credentials

    Our strategy is about advising our clients on the investments that are best for their individual needs. We appreciate that it is your money, that you have worked hard for it and want to keep it and see it growing. We don’t believe in taking unnecessary risks. That’s why the portfolios we offer are diversified and our advice is focused on ongoing management and a steady hand over the long term.

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    History and heritage

    Holborn Assets was established in 1998 and is widely considered to be the financial services company of choice in the expatriate market it serves. No other independent company can match our expertise or depth of proposition. We have therefore always felt at home headquartered in Dubai, the world’s fastest growing City State and one of the economic wonders of the world.

    Holborn Assets has regulated operations in the UK, Europe, Asia and South Africa. The corporate DNA that has underpinned our growth is simple: we are passionate about helping people put the right money, in the right place, at the right time.

    We are a friendly, multi-award winning family company with an international footprint and British values of integrity and respect for all.

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