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Financial Planning for Private Clients

Holborn Assets UK comprehensive financial planning service helps clients better understand their objectives, risk attitude, constraints and other unique circumstances and based on all these recommends suitable solutions for all aspects of their finances. We provide clients with a holistic cash flow based financial plan, which helps them understand how their financial situation will develop over time and how their pension plans, investments and other arrangements will affect their goals under different scenarios.

We use sophisticated cash flow modelling software and financial planning and portfolio construction procedures which we have developed over many years of experience with clients of different backgrounds and needs.

As a matter of course, we cover the following areas when preparing a comprehensive financial plan for our private clients:

  • Retirement Planning
  • Pensions Consultancy
  • Tax Efficient Investment
  • Risk Management and Insurance
  • Education Funding
  • Estate Planning

When preparing a comprehensive financial plan we follow a step-by step process to ensure that it puts their personal finances in good order and keeps them that way. Here you can find more details about individual stages of our financial planning process.

One-Off Advice Projects

We understand that some clients don’t require the comprehensive service and only need advice on an individual issue. For these clients we offer one-off transactional services such as the following:

  • Retirement Advice
  • Pensions Advice
  • Estate Planning
  • Life or Incapacity Cover
  • Funding Education Costs

Business Client Services

We provide a comprehensive range of employee benefits services and on-site financial counselling to employees. We also help business owners to develop a retirement strategy that encompasses both their private financial arrangements, like pensions and savings, and their business activities, including possible future disposal of the business. We can also recommend solutions to protect the business in case of death or incapacity of owners, managers or key personnel.

  • Directors and Partners Retirement Planning
  • Employee Pensions and Benefits
  • Employee Financial Counselling
  • Pension Transfer Advice to Members of Defined Benefit Schemes
  • Partnership and Shareholder Protection Arrangements
  • Business Protection (Keyman Cover)

Here you can find more details about our services to business clients.


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