How can I assist? Areas of advice

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. This is an important issue that you need to address and should not leave to chance. I have over 25 years of experience in providing independent advice, the last 14 in the UAE, and am qualified to UK standards.

Independent advice for expats is available on:

  • Life assurance & critical illness cover
  • Savings & investments –  both lump sums and regular plans
  • Long term portfolio management
  • Education funding
  • Pensions & retirement planning
  • UK tax issues
  • UK pensions (including SIPPS & QROPs)
  • Currency transfers
  • UK & UAE mortgages & advice on property investment
  • Medical Insurance – corporate plans
  • Wills – UAE and UK – & why you need them. (Links with lawyers to arrange.)
  • Offshore bank accounts
  • Second passports and resiency visas (see article from 23/08/21)
  • Inheritance tax planning
  • Exit planning & strategies with UK tax advice
  • Personal financial planning
  • Corporate financial planning & employee benefits
  • Shareholder and partnership protection

All advice is tailored to individual needs and is not about selling products, but about a long-term relationship and achieving your financial goals, whilst protecting your family and assets. I offer advice on a fee paying basis if preferred.

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

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