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

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Reviews of the Holborn Group

From our blog

What a Change in Government Means for Your Investments

It’s been just over a week since the Conservative leadership race reached its climax and Boris Johnson was appointed Prime Minister. With a change of leadership comes a sense of uncertainty, but should you be concerned about your investments?   During his short time in charge, Mr Johnson has made […]

Life insurance and trusts

None of us likes to think about our own mortality, but we all want to make sure our loved ones are taken care of when we’re gone. Life insurance provides financial security for your loved ones when you pass away. However, if your policy isn’t set up in the right […]

Overcoming the Fear of Retirement

Hippopotomonstrosesquipedaliophobia. Ironically this is the term used to describe those that have a fear of long words. There seems to be a tongue-twisting word to describe every fear imaginable, but what do you call someone who has a fear of retirement? Well, there doesn’t seem to be one but it […]