Holborn Assets Limited

Independent Financial Adviser  Unit G3, Grimsby, Lincolnshire, DN31 3AT
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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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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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 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
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Dawn Jones
Chartered Financial Planner

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 qualification assesses the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

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

Accreditations
Chartered Financial Planner
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: Unit G3, The Enterprise Village, Prince Albert Gardens, Grimsby, North East Lincolnshire, DN31 3AT
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 25th May 2020

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