Mohammad Uz-Zaman at Holborn Assets Ltd

Independent Financial Adviser  24 International House, City of London, EC1A 2BN
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FCA authorised
Last authorised 29th March 2021
A former senior adjudicator from the Financial Ombudsman Service providing no-nonsense high quality bespoke financial advice to optimize investments and pensions in line with your and your family's needs. Expert in wealth management and tax planning.
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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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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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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Commercial mortgages
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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
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Sharia finance
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Long term care
Meet our advisers
Mr Mohammed Uz-Zaman
About us

Dual qualified as a regulated wealth manager holding status as a pension transfer specialist and also an expert in trusts. Mohammad ensures his clients have a joined-up approach between their financial planning and estate planning i.e. specialist wills, trusts, lasting powers of attorney and even business structuring needs.

Our services

Inheritance Tax Planning
Capital Gains Tax Planning
Property Portfolio structuring
Investment Planning
Protection Planning
Trust Fund Planning
Specialist Wills

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Please note all regulated financial planning advice is provided via Holborn Assets Ltd.

Any complementary non-regulated planning needs are provided by associate partners, for instance, ADL Estate Planning Ltd (<url hidden>), a specialist estate planning firm where Mohammad Uz-Zaman is a Director.

You can see independent reviews for Mohammad Uz-Zaman, via his role at ADL Estate Planning here:

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Similarly, where specialist accountancy services are required we'd make an introduction to highly competent chartered accountants who can also act in a complementary manner to ensure a joined-up approach to address the breadth of our clients' financial context and ambitions.

24 International House, Holborn Viaduct, City of London, EC1A 2BN

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