A Little More About Me
Passionate About Inspiring Others
I have over 15 years experience in financial planning and I am a Senior Partner at Holborn Assets who were
Established in 1998 and is a leading global financial services company delivering a superior experience to our circa 20,000 clients, via our 8 international offices, all supported by over 450 personnel. A British family-owned and run company, we have always taken pride in applying a holistic approach with our clients’ global needs, from citizenship & residency to wealth management, international real estate, insurance and tax planning and much more.
Our residency and citizenship programme helps individuals and families to secure their future and enhance their personal and business freedom. Helping our clients pursue the best possible investment to achieve their global mobility requirements lies at the forefront of our priorities.
Through our global partnership network with prestigious and well renowned law firms, developers and financial institutions, we are able to provide comprehensive solutions for our clients’ citizenship and residency needs – ensuring their goals are met as smoothly and efficiently as possible.
We are not sales driven. We are professional advisers ensuring our clients receive quality, independent advice and service. Our firm has accepted the regulatory and legal responsibility to put our clients' interests first. Not all advisers are held to our high standard of advice.
We also manage your financial, retirement, trust, estate and tax planning. We coordinate your investment and risk management with our qualified partners.
You will find regular videos and articles from myself commenting on some key areas via Linkedin, Facebook and YouTube, including a recent feature on A Place in the Sun and an interview on Marbella TV.
Contact me now to start your plan to achieve your goals
Institute of Financial Services
Professional Certificate in Financial Advice
Qualified Financial Adviser (QFA) Level 4
Certificate in Mortgage and Practice (CeMap) Level 3