Holborn Assets UK Ltd

Independent Financial Adviser  Suite 5, Chester House | 79 Dane Road, Sale, M33 7BP
First meeting at adviser's own cost
I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide
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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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection 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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Sandeep Ghosh
Senior Associate

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.

About us

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.

Our services

Retirement Advice

Pension Transfer Advice

Investment Advice

Where to find us
Head office address: Suite 5, Chester House | 79 Dane Road, Sale, M33 7BP
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
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    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

Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021

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