I also went through almost the same situation last year with a “Golden Visa” investment tied to a property deal in Europe. On paper it seemed straightforward, but once I signed and paid the deposit, everything quickly became complicated. Like you, I was suddenly faced with unexpected tax considerati...
I contacted Holborn Assets in November about a Portuguese Golden Visa investment. The offer involved me investing €399,000 in a hospitality property, with Holborn contributing about €101,000 to meet the visa threshold. I hoped to use IRA funds, which meant setting up a self-directed IRA LLC in the U...
Such a shame there is no "0" or even negative stars. I was advised that I could remove my holding from trustee status to my own name to save £700 per year in trustee fees. The advisor omitted to tell me that it would remove the QROPS status and that I would be taxed on the TOTAL amount - in Portugal...
A dreadful experience, and most unprofitable. I was "handled" by three different Holborn advisors, and lost confidence in each of them. When I probed I was told to stop contacting them, even though Holborn was still my "advisor". Finally I cut my losses and took my business elsewhere.
Stuart has been fantastic from the off! I doubted the fact I actually needed any advice but I'm now so glad I took the time to hear him out. Still early days and I can't comment on Holborn's other advisers but so far so good as far as I'm concerned. Thank you Stuart and Team!
Stuart is a star! Nothing but love and gratitude for the advice and help he has provided me down the years. Having someone so experienced and knowledgeable in your corner is invaluable. He has my family s best interests at heart and is always on hand to provide advice when called upon. If you get th...
Maybe a little early to give a review, but after a few months very impressed, lets just hope it stays that way, but from everything so far more than happy from all aspects. Sorry would of loved to upload some pictures of your office to the review but forgot to take any! Chat next week.
The professionalism and enthusiasm of their staff are commendable. By resolving my issue to my benefit, they have exceeded my expectations. I would like to return to this company in future as well.
Stay away ! very questionable advice, awful fund selection resulting in a significant loss to my pension pot. Unfortunately, these people do nothing to improve the 'grey' reputation of this industry.
I've been working with Holborn Assets for the past few years and have been very pleased with their service. I have also enjoyed their recent webinars on investments during covid.
A big thank you to the Holborn team! I had been meaning to sort my pension for ages and after months of putting it off I was put in touch with Adrian. He took care of all the leg work and made me feel safe in the knowledge that evrything was being dealt with in a timely and professional manner. He e...
Tyrone is an adviser at Holborn and has been helping me achieve my financal goals for several years. Initially I just needed some advice on my pension but after he fulfilled his promises on this I continued to work with him. I m now on track to retire a few years earlier than expected happy days!
Prior to speaking with my adviser, I had no idea what to do with my pensions back in the UK. I contacted Holborn and was pleased with how quickly they provided me with honest and valuable advice on planning my retirement and for the future.
Cheers to all the staff of this leading company! They respond quickly to the customer queries and try to resolve the issues of clients as soon as possible. Keep it up, guys!