Wealth Management

Wealth Management is a term that is not always understood, how for example can you “Manage Wealth”, it is a good question!

The services we provide help people grow & protect their wealth, through good sound, tax-efficient financial planning. This includes a “Fact Find” process and can include traditional investments, pensions, regular savings, life insurance, and estate planning to name a few areas!

Robin & his team provide solutions to problems, which you perhaps were unaware of, for the long term.

Watch this short video which explains how one simple change could improve and protect your family’s future.

An Experienced, Qualified, Professional Financial Advisor

With over 15 years of experience in Financial Services, Robin & his team offer a comprehensive range of services tailored to your needs. Each individual, family or corporate client is different, with a different set of needs & objectives.

The team works closely with new clients, establishing the facts, with clear concise data with which we can provide a solution. The key is in-depth detail & research to understand exactly the client’s requirements & specific objectives.

Whether you prefer a specific solution ( for example transfer my pension) or a full financial plan, either can be incorporated per the client’s wishes.

If you are 30 or younger ( lucky you!) then its important to get started, this simple video explains how.

Under 30? Watch this video on YouTube

What Services Do We Offer?

Here is a list of some of our most requested Wealth Management Services.

Investment Management

New Lump sums in tax-efficient wrappers and existing investment portfolios, we get you started on your investment journey or provide you with a second opinion on existing assets.

Tax planning

It is essential you plan for tax & mitigate any exposure you have now and in the future. Robin can assist in considering your current tax residency & options for the future.

Pensions

SIPP’s QROPS’s State Pension ( UK) Dc/Db & Auto-enrollment, just a few of the common types of pension. Robin & his team can provide guidance & potentially save you thousands!

Life insurance & critical illness cover

Protect your loved ones & protect yourself against the inevitable, cost-effective fixed premium life policies with Critical Illness cover and other options available

Robin advises companies on Group Life Insurance and Group Pensions in a more mobile world

Wealth Accumulation & Growth

We all have to start somewhere! The earlier you start saving the better, its all about habits, its like going to the Gym,Yoga or your favourite sport activity, make saving for your future a habit. Robin can help with simple saving objectives from as little as $500 a month.

F/x , Alternative Investments, property, offshore banking, Trusts

Here are some frequently asked questions about our Wealth Management services.

Frequently Asked Questions about our Wealth Management Services

Are you independent or tied to a provider?

Robin is a Partner at Holborn Assets, a global leader in Independent Financial Advice.

We are fully independent and only provide solutions that are regulated in the territory where the client resides. we are not tied to any provider, investment, or otherwise.

How large is the company?

Holborn Assets was established 25 years ago, has approximatley 14,000 clients globally and over 350 staff. Holborn Assets manages over $2 Billion of traditional investment assets.

Robin & Holborn have an extensive admin team, mainly located in Dubai and Cyprus with over 18 regional offices worldwide

What qualifications do you have?

Holborn demand that all practicing advisors hold the UK Level 4 qualification & actively support continued professional development.

Robin holds;

CISI Level 4 Investment Advice Diploma

S65 ( USA )Uniform Investment Advisor law.

Level 4 Paraplanning

35 hrs CPD annually

Robin & his team are frequently asked for their opinions and are continually updating their knowledge.

How are you paid?

We offer options for clients how they wish to pay for services. We are paid commission on some products ( for example Life Insurance) charge an initial fee on investments as a % of the amount invested. For ongoing asset management, we charge a % fee of the value of those assets. All are fully disclosed, agreed in advance and transparent.

Costs and charges are tierd according to the investment size.

Is my data secure?

We adhere to GDPR guidelines and use secure systems to protect data. We are slowly removing paper documents from the business and now most of our providers use dedicated on line applications for new clients.

Do you sell my data to 3rd parties?

No, we don’t sell client data, absolutley not.

How do you get new clients?

Where possible we prefer to be introduced by existing clients. We advertise on social media platforms & create a great deal of videos ( eg on YouTube ) & lots of blogs to assist people.