Holborn Assets Limited

Independent Financial Adviser  4 The Ridgeway, Ruislip, Middlesex, HA4 8QS
First meeting at adviser's own cost
Specialist Pension and Investment Advisers.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
7.0/10
check
FCA authorised
Last authorised 10th May 2021
Meet our advisers
Mr David Wells
Financial Planning Manager

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

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

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.

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

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

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

This qualification provides candidates with the knowledge and skills required to undertake the activity of pension transfers when combined with an appropriate RDR compliant qualification.

Accreditations
Chartered Financial Planner ISO 22222- Personal Financial Planning Retirement advice standard
About us

Holborn Assets Ltd is part of the Holborn Assets Group, a major international financial advisory firm with 8 global offices and its headquarters located in Dubai, UAE.

Holborn Assets Ltd is run by a highly experienced & qualified team of financial advisers with many years of experience working with both UK based clients and expatriates. Holborn UK primarily serves UK residents and British expatriates, especially those returning to the UK.

Specialist Specialist Pension and Investment Advisers.

As specialist qualified pension consultants, holding regulatory permission to advise on UK pension transfers, Holborn Assets UK also provides assistance to non-specialist advisers and those who do not have the required regulatory permission to advise their clients on complex pension cases.

Our services

Retirement Advice

Pension Transfer Advice

Investment Advice

Where to find us
Head office address: 4 The Ridgeway, Ruislip, Middlesex, HA4 8QS
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Holborn Assets Ltd. Registered in England & Wales Number: 09046342
Registered Office: Crossford Court, Dane Road, Sale, Cheshire, M33 7BZ
Authorised and regulated by the Financial Conduct Authority. FCA Number: 648817

Response rating
7.0/10
check
FCA authorised
Last authorised 10th May 2021

Similar advisers near you

Independent Financial Adviser 0.44 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.78 mi
Trust is something that is hard won and easily lost. By working in an honest, transparent, and supportive way I have successfully nurtured client relationships that now span interfamily generations.
 
Independent Financial Adviser 1.39 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 1.4 mi
An experienced team with a reputation for providing helpful and straightforward financial advice - contact us today!