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  11. Holborn Assets Limited

Holborn Assets Limited

Independent Financial Adviser  Crossford Court, Sale, 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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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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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 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
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Response rating
9.0/10
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FCA authorised
Last authorised 15th August 2022
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, M33 7BZ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
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

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

Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 15th August 2022

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