Financial Planning

We know that successful financial planning is complex and there isn’t a “one size fits all” solution. That’s why Holborn’s financial planners work with our clients to understand their individual circumstances and create a bespoke and comprehensive financial plan.

It’s important to set realistic & achievable targets and to have a plan that takes into account all financial assets on and off shore. You can read more about Expatriate Financial Planning & Wealth Management below.

Many clients’ financial goals include Retirement Planning and having a sound financial plan in place for when they reach retirement age. You can learn more about the difference between Retirement Planning and general Financial Planning in the sections below. Of course, our experts are on hand to guide you through the process and answer any questions you may have – you can contact us here.


Talk to us about Financial Planning




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Reviews of the Holborn Group

From our blog

Overcoming the Fear of Retirement

Hippopotomonstrosesquipedaliophobia. Ironically this is the term used to describe those that have a fear of long words. There seems to be a tongue-twisting word to describe every fear imaginable, but what do you call someone who has a fear of retirement? Well, there doesn’t seem to be one but it […]

Care costs and their impact on your assets

Like many things in life, getting older is something you can’t avoid. As we reach our twilight years, some of us may need some extra care. Research carried out by Public Health England found that life expectancy has risen more quickly than healthy life expectancy. This was also backed up […]

How much does it cost to adopt a child from abroad?

If you’re based in the UK, adopting a child from abroad requires an extensive and costly process which we outline below. If you’re based in the UK and looking to adopt a UK child, the story is different. Local authority adopters for UK children are assessed for free – it […]