It can be hard to find good quality, unbiased and ethical financial advice, but it essential to be advised properly to make the most of your finances, to ensure your reach your financial goals. This is an important issue that you need to address and it shouldn’t be left to chance.
Real financial advice is about finding the right solutions to your problems and goals.
While we discuss serious topics, our conversations are always relaxed and friendly.
Independent advice for expats is available on a wide range of areas, including
- Protecting your family
- Giving you a secure future
- Organising a regular income in your later years
- Ensuring you don’t pay more tax than you need to
- Putting your money in safe places
- Working towards your financial secutiry
- Giving you peace of mind
- Guidance when living in the GCC
- Financial facts and common sense
- Being a safe pair of hands when it comes to managing your money
- Working with you to reach your goals
All done in a relaxed and friendly manner as real financial planning is about what you want and what you need.
To do that, the following items can often be recommemded but everyone is different and there is no one-size-fits-all solution.
- Life assurance & critical illness cover
- Savings & investments – both lump sums and regular plans
- Long term portfolio management
- Education funding
- Pensions & retirement planning
- UK pensions (including SIPPS & QROPs)
- UK tax issues
- Currency transfers
- UK & UAE property investment
- Wills – UAE and UK – & why you need them. (Links with lawyers to arrange.)
- UAE pre-nuptial agreements (working with lawyers)
- Offshore bank accounts
- Second passports and residency visas (see articles from 14/11/23 & 13/02/24 ) including USA work visas and citizenship by investment, Portuguese golden visas.
- UK inheritance tax planning
- Exit planning & strategies with UK tax advice
- Moving to the UAE. All the financial and legal issues you need to know about.
- Personal finance and tax advice when leaving the UK to move to the UAE
- Personal financial planning
- Corporate financial planning & employee benefits
- Shareholder and partnership protection
- And more…
All advice is tailored to individual needs and is not about selling products. It is about a long-term relationship and achieving your financial goals, whilst protecting your family and assets. I offer advice on a fee basis and with transparency. All advice is provided in writing.
Serious topics explained clearly, with friendly conversation.
See here for more information: FinancialUAE – What has an adviser ever done for you?
Your finances are important. Don’t leave your future to chance.
Please contact me at keren@holbornassets.com with any queries, for personalised advice and to arrange an appointment.
Note: THIS SITE IS FOR THE INTERNATIONAL EXPATRIATE MARKET ONLY
