Holborn Assets Limited

Independent Financial Adviser  Crossford Court, Sale, Greater manchester, M33 7BZ
First meeting at adviser's own cost
Specialist Pension Transfer Advisers and Financial Planners to UK residents and British expatriates around the world. We set up and maintain financial arrangements for our clients so that they can achieve their important financial goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020
Meet our advisers
Christopher Wicks
Managing Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

Associate members are those who have gone on to secure more advanced qualifications by completing the Advanced Diploma in Insurance or its predecessor the Associateship. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Accreditations
Certified Financial Planner Chartered Financial Planner
About us

Specialist Pension Transfer Advisers: We hold FCA permission to provide advice on defined benefit pension transfers. We offer a full advisory service followed by issue of the confirmation of advice to clients in the UK and overseas. We also act for the clients of other UK and overseas regulated financial advisers.
Expatriate Financial Planning: We provide advice and ongoing reviews to British expatriates on their UK based pensions and investments. We also offer a specialist service to expatriates who have returned to the UK holding pensions and investments that they acquired whilst overseas. We have extensive experience of dealing with non-UK based product providers and the particular challenges that these pose.
Retirement Planning: We help clients make the right choices from the multitude of options presented to them when they retire.
Ongoing review service: A key part of our service is to help our clients keep their financial affairs well organised and on track to deliver their important financial goals. We have a structured ongoing review service that ensures that all pensions and investments are monitored and optimised to deal with the changing needs of our clients. We have re

Our services

Regulated Pension Transfer Advice and issue of advice confirmation

Expatriate Financial Planning: Brits who live abroad and those who ahve returned to the UK.

Retirement Planning: Navigate the options and make the best choices

Comprehensive Ongoing Monitoring and Review Service for Expatriates and UK Residents: Keep finances well organised and on track to meet important financial goals.

Where to find us
Head office address: Crossford Court, Dane Road, Sale, Cheshire, M33 7BZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Specialist Pensions and Retirement Planning Advisers

Holborn Assets Ltd. Registered in England & Wales Number: 09046342
Registered Office: Suite 5, Chester House, 79 Dane Road, Sale, Cheshire. M33 7BP
Authorised and regulated by the Financial Conduct Authority. FCA Number: 648817

Response rating
7.0/10
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FCA authorised
Last authorised 14th September 2020

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