Financial Planning

We know that successful financial planning is complex and there isn’t a “one size fits all” solution. That’s why Holborn’s financial planners work with our clients to understand their individual circumstances and create a bespoke and comprehensive financial plan.

It’s important to set realistic & achievable targets and to have a plan that takes into account all financial assets on and off shore. You can read more about Expatriate Financial Planning & Wealth Management below.

Many clients’ financial goals include Retirement Planning and having a sound financial plan in place for when they reach retirement age. You can learn more about the difference between Retirement Planning and general Financial Planning in the sections below. Of course, our experts are on hand to guide you through the process and answer any questions you may have – you can contact us here.

Talk to us about Financial Planning

    Your privacy extremely is important to us. We'll never sell or share your data to a 3rd party.

    Reviews of Holborn Assets

    From our blog

    Recent blog post featured image

    Holborn UK receives prestigious award

    Holborn Assets, one of the UK's leading independent financial service providers, has received the Pensions Transfer Gold Standard award.

    Recent blog post featured image

    Coronavirus: Market risk and Market Declines

    The coronavirus, or COVID-19, continues to dominate news headlines around the world. What started in one Chinese city has spread throughout the world.

    Recent blog post featured image

    UK Budget 2020 the implications for British nationals

    As the UK Budget 2020 announcement has taken place, here are a few important areas of interest for British nationals, both living in and out of the UK.

    Recent blog post featured image

    What a Change in Government Means for Your Investments

    Just over a week since Boris Johnson was appointed Prime Minister, but should you be concerned about your investments?