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Plan For Your Future With Investment Advice

We adopt a holistic approach in everything we do and nowhere is this more evident than in the area of investment strategies. We don’t promote the concept of off-the-shelf products, rather we believe in personally tailoring your investment strategy to perfectly suit your aspirations.

At Holborn Assets therefore, working holistically means working as a team, thinking and acting with a unified mindset. So whether you’re looking at personal investment in the form of equities, bonds, hedge funds or property, your choices must work cohesively as a part of your overall financial strategy encompassing retirement, education and wills and estate planning. At Holborn Assets we focus on four ways to invest:

You can opt for one of our collective investment funds, where you will benefit from: economies of scale in transactional costs; genuine portfolio diversification; dynamic asset allocation to optimise your investment according to market conditions; freedom to mix and match passive and actively-managed funds.

As you know purchasing a bond means you are basically lending money to a government or corporation. So Bonds are good as a balancing ingredient in a diversified portfolio and are useful in retirement and education planning.

Hedge Funds
This a tricky area as there are over 3000 offshore funds in the market. If there is one area where you truly do need some professional guidance to ensure the correct levels of risk/reward is achieved, this is it.

Owning property gives one of the greatest feelings of security and contentment. Your reasons for investing in property can be many, including generating an annuity pay-out for your retirement or as a means to circumvent inheritance tax penalties. Whatever your personal reasons for property investment, at Holborn Assets, we are here to make it a success.


Types of Insurance

When it comes to insurance there’s such a wide array of categories available in the market that it can be quite overwhelming to identify which ones will work best for you and your family. This is where having an IFA on your side to do the research is a good bet. At Holborn Assets we focus on the following:Medical Insurance, Disability Insurance, Critical Illness Insurance, Life Insurance, Auto Insurance and Homeowner’s Insurance.

Medical Insurance
Your health is your greatest asset, therefore it must be preciously guarded from harm. At Holborn Assets, we work with you to design a comprehensive and efficient medical insurance cover that will take the worry out of your life, leaving you to enjoy it to the fullest.

Disability Insurance
The thought of becoming disabled (temporarily or permanently) and losing one’s ability to earn a living is a lifelong fear we carry with us. Depending on the kind of work you do for instance, protecting yourself and therefore your family’s welfare is a serious consideration. Life is just too uncertain and circumstances can change in the blink of an eye. We can help guard against the unknown.

Critical Illness Insurance
Accidents, sudden illness and injury can cause havoc in your life with no warning whatsoever. With proper forward thinking and planning however, and a partner like Holborn Assets, you can go about your business knowing that we have your back in an emergency. Get in touch so that we can walk you through the different types of critical illness coverage available.

Life Insurance
Very often too little thought is given to the inevitability of death and the distress caused to those left behind to deal with your personal matters.At Holborn Assets we have deep experience in Life Insurance policy setting. Our prime concern in this area is to advise and guide you to judiciously plan your legacy, so that in the event of your death it is your loved ones who will benefit from your lifetime of hard work and wise investment.

Auto Insurance
Where would we be without our wheels! Car ownership for most of us is a basic need and we are obliged to not only protect our own vehicles and the lives of those riding in them, but also ‘third party’ drivers and passengers we encounter on the roads. When it comes to Auto Insurance too there are many options, so rather than rushing blindly into the first offer that comes your way, talk to Holborn Assets – we’ve been in the business a long time. We’ll make sure you and the family stay safe on the roads.

Homeowner’s Insurance
Whether you build, renovate or buy a brand new home, with home ownership comes the responsibility of protecting everything under your roof. Whether it’s mother-nature causing havoc weather-wise or you become the victim of burglary, if you are insured you won’t have to worry too much about setting things straight after a disaster. Give us a call at Holborn Assets to discuss your options.