Company– Holborn Assets
Years of relevant experience– 7
Types of products offered– Financial Planning, Inheritance Tax planning, Lump Sum Investments, Pension Portfolio Management, SIPPS
Professional Qualifications*– DipFA Level 4
Member of– CISI, LIBF
Interests– Football, travelling
A brief note–I am originally from Chester, UK and currently working with Holborn Assets, part of the Abu Dhabi team. I aspire to help those seeking life-long retirement solutions through disciplined savings and investment strategies. I enjoy working with families, individuals and corporate companies on achieving their financial objectives. Since 2013 I have been building strong relationships with clients by offering holistic advice that’s transparent, ethical and regulated.