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  7. Holborn Assets Limited

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
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Traded endowment policies
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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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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 ISA
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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 private medical insurance
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Group risk
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
Mr David Wells
Financial Planning Manager

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

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

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
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
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    Online (Live chat, video, email)
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    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

Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 29th March 2021

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