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