We are a global multi-award winning financial services company specialising in the expatriate market. With over two decades of experience, we offer clients unparalleled service, helping them reach their financial goalsGet financial advice
Established in 1998, Holborn Assets are a financial services company with offices in key strategic locations.
We specialise in financial advice geared towards the expatriate market, having won multiple awards for our work. We believe in taking an honest, transparent approach to financial management. Doing what is best for our clients is our top priority.
Holborn Assets are associated with some of the market-leading investment and money management firms. Because of this, our clients can be sure they have access to the best independent financial advice and the broadest range of products in the market.
Our mission is simple; to offer our clients the expert advice they need to put their money in the right place, at the right time.
At Holborn our mission is to offer our clients global client base expert financial advice that looks to put the right money in the right place at the right time.
All our advisers are qualified members of the Chartered Insurance Institute (CII) or Chartered Institute of Securities and Investment (CISI) with a proven track record meaning you can be confident you will receive responsible and transparent financial advice.
We continue to support our advisers and their development toward becoming Chartered Financial Planners.
You may also be interested in
Estate planning is not an easy task when you are an expat. Reevaluating your estate plan could be necessary if you are a Portuguese resident. This will enable your heirs...Read more
UK property owners who have made permanent overseas relocation did not have to pay UK capital gains tax on property sales for a long time. However, major modifications in recent...Read more
With a high quality of life and fantastic business opportunities, Portugal is a top destination for foreign nationals across the globe.Still, moving to a foreign country is a huge step,...Read more
Investing in property in Portugal is an option that expats should consider. If you ask why there are plenty of reasons. Portugal is not just one of the primary holiday...Read more