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 11 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
  • Education funding
  • Pensions & retirement planning
  • UK tax issues
  • UK pensions (including SIPPS & QROPs)
  • Currency transfers
  • UK & UAE mortgages (largest panel of lenders in the UAE)
  • Medical Insurance – both personal & corporate plans
  • Wills & why you need them. (Links with lawyers to arrange.)
  • Offshore bank accounts
  • Inheritance tax planning
  • Exit planning & strategies
  • 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 required.

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.

 

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