The Wealth Practice was formed a few years ago with the objective to help people plan for their future, protect their current investments and explore investment opportunities. The Wealth Practice is part of Holborn Assets, has been established in the UAE for over 13 years. Holborn Assets is fully licenced by the Ministry of Economy UAE to provide financial advisory services to expatriates of all nationalities.
We are more that Independent Financial Planners, we are a highly specialised dedicated team of people that will ensure that every part of your financial needs are assessed thoroughly to ensure you are presented with the appropriate solutions. We are truly dedicated to building a long term relationship with all of our clients. Many of our clients have been with us for many years and a large percentage of our customers have been obtained from recommendations. We are able to meet you at a time and location that fits your schedule. We often meet with clients every 3-6 months to ensure that their financial plan is on course to achieve what the initial objectives were.
Financial planning can sometimes be a daunting prospect, we are more than aware of this and are able to explain financial planning in laymen’s terms or in a more traditional format depending on what you are more comfortable with. We are here to help you make the right decisions to ensure you are confident planning your financial future with us.
Company Details
- Employees
- 3
- Address
- That Fits Your Schedule. We Often Meet With Clients Every 3-6 Months To Ensure That Their Financial Plan Is On Course To Achieve What The Initial Objectives Were.
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thewealthpractice.eu
The Wealth Practice Questions
The Wealth Practice's website is thewealthpractice.eu
The Wealth Practice's LinkedIn profile is https://www.linkedin.com/company/the-wealth-practice
The Wealth Practice has
3 employees.
View email and phone details for 3
employees at The Wealth Practice.
The Wealth Practice's industry is
Financial Services
The Wealth Practice's top competitors are
Larson Wealth Planners,
Curetouch Healthcare Services,
Global Wealth Planners Private Limited,
Foundation Wealth Planners,
Madison Wealth Planners,
Perez Fitzgerald,
Wealth Practice Llc,
Our Wealth Planners,
Venture Partner Consulting,
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The Wealth Practice's categories are Financial Services
