The Wealth Practice

The Wealth Practice

Financial Services 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. 3 employees
Employees
3

The Wealth Practice Overview

Headquarters
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
Employees
3
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About The Wealth Practice

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.

The Wealth Practice Contact Details

People in AeroLeads
3

The Wealth Practice Org Chart

Sample employees and titles
Name Title Contact
Symathew Emmanuel Ybanez Student at Liceo De Cagayan University
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Olliew Olsen Free Financial Advice Offshore Senior Business Consultant at the Wealth Practice
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Gage Brown Accounting/finance
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Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile
Associate / junior 1 profile

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