The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
ACSI membership of the CISI, and denotes commitment to professionalism. It is awarded to those with a suitable combination of qualifications and experience.
I’m a part of Holborn Assets Ltd, my expertise focusing on wealth management, expat finance, investments including investment trusts, OEICs, ethical and socially responsible investing, including lump sum and regular contributions. I also regularly conduct pension reviews, and take over transferred pensions where I feel I can add value. One area close to my heart is estate and inheritance tax planning.
Holborn Assets Ltd is part of the Holborn Assets Group, a major international financial advisory firm with 8 global offices and 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 mainly serves UK residents and British expatriates, especially those returning to the UK.
I’m author of the bestseller Waking up to Wealth, available through major bookshops, Apple App Store and Google Play Store. Waking up to Wealth, a guide to the financial planning, reached number 1 in the business and finance section of Kobo and number two on <url hidden>.
My work has been endorsed by <url hidden> and What Investment magazine.
Pension Transfer Advice
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
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