We know that successful financial planning is complex and there isn’t a “one size fits all” solution. That’s why Holborn’s financial planners work with our clients to understand their individual circumstances and create a bespoke and comprehensive financial plan.
It’s important to set realistic & achievable targets and to have a plan that takes into account all financial assets on and off shore. You can read more about Expatriate Financial Planning & Wealth Management below.
Many clients’ financial goals include Retirement Planning and having a sound financial plan in place for when they reach retirement age. You can learn more about the difference between Retirement Planning and general Financial Planning in the sections below. Of course, our experts are on hand to guide you through the process and answer any questions you may have – you can contact us here.
Professional Wealth Management can manage and grow your personal and family wealth.
Planning your finances as an expat revolves around getting your finances in order both at home and abroad.
Holborn Assets, one of the UK’s leading independent financial service providers, has received the Pensions Transfer Gold Standard award. The award symbolises Holborn’s commitment to providing the highest standards of advice and service for Defined Benefit pension transfers. The Pensions Transfer Gold Standard was introduced by the Personal Finance Society. […]
The coronavirus, or COVID-19, continues to dominate news headlines around the world. What started in one Chinese city has spread throughout the world, creating a global crisis. The global markets have suffered due to the coronavirus. Some of the worlds biggest markets recently recorded record lows not seen since the […]
As we move into the third month of a new decade, the topic top-of-mind for most British expats is the current spread of the Coronavirus disease worldwide. It has been announced that £5 billion will be allocated for an NHS emergency response fund to tackle the crisis across the UK. While […]