Holborn UK is part of a global financial services company, offering advice to UK residents & returning expats. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We will discuss the plan with you and agree the course of action you want to take.
Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future. Start planning for your retirement by getting your pensions, insurances, wills and trusts in order. Ensure that your income, family & business are completely covered against life's unpredictability.
Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future. Start planning for your retirement by getting your pensions, insurances, wills and trusts in order. Ensure that your income, family & business are completely covered against life's unpredictability.
Services
With over 200 qualified professional advisers adhering to the company's mission which is to ensure that you get quality independent advice and service, that your money is put in the right place at the right time and that you are treated with integrity and respect. Holborn Assets is part of a global financial services company, bringing together the investment expertise of a select group of international money management firms.
Holborn Assets UK offers a range of financial services and products to UK residents and Expatriates looking to move back to the UK. Our services include Retirement Planning where can offer advice and assistance on Defined Benefit Pensions, State and Personal Pensions, SIPPs and Workplace Pensions. We can also offer advice on Financial Planning such as Wealth Management, Expatriate Financial Planning, Savings and Investments.
Chris runs the company on a day to day basis. He deals with a range of clients in the UK and overseas and is a specialist pension, retirement planning and investment consultant. Chris has been a financial planner for over 30 years. He qualified as a Chartered Financial Planner, a Chartered Wealth Planner and a Certified Financial Planner, for which he is a long standing assessor.
Retirement planning is one of the most important plans that you can put in place but unfortunately it's often forgotten about and left, especially when we are young. The reality is that the sooner we start planning our retirement, the better off in retirement we generally are. There are many areas of finance to consider when planning for retirement, ranging from various pensions options, trusts & gifting and health & life insurance to name a few.
The UK State Pension is a regular payment from the government that most UK citizens can claim when they reach retirement age. In order to qualify for a UK State Pension, you'll need to have made 35 years worth of National Insurance contributions to receive the full amount. According to gov.uk (2019), the full new State Pension is 164.35 per week and what you'll receive is based on your National Insurance record.
Reviews (2)
Ruchika Kalra
Oct 05, 2020
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Save your money, keep it anywhere but do not trust these guys to manage it for you. They change their advisors, don't reply to emails and of course they don't disclose the redemption details of a scheme upfront.
I've changed countries and have been following up on the best way to manage the funds that were managed by them - NO REPLY!
1 star because I cannot give 0 stars. Lost A LOT of money and haven't heard back despite follow ups.
I've changed countries and have been following up on the best way to manage the funds that were managed by them - NO REPLY!
1 star because I cannot give 0 stars. Lost A LOT of money and haven't heard back despite follow ups.
Mark Reed
Dec 07, 2018
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