In broad terms, consulting with and advising international clients on their UK pension positions and overall retirement planning objectives. This can involve advice on the transferring of frozen UK pension benefits into UK (SIPP) or international pension schemes (QROPS), based upon a complete and thorough examination of the clients present position and future plans.Combined with & underpinning this is over 25 years of international banking experience across UK, UAE and Africa, mainly with Barclays Bank. This broad appreciation of wealth management and global market knowledge is vitally important when considering a clients investment and pension requirements. I am therefore able to provide clients with advice on retirement planning, lump sum and regular savings investing, as well as the supplementary aspects of insurance, Estate Planning and both regional and international financial planning.I cover UAE, Eastern Africa, South America and Turkey for Holborn Assets in this regard.Holborn Assets Ltd was set up in 2000 to bring integrity initially into the GCC expatriate financial services market. We have now expanded across several continents bringing this same focus into operation. Holborn Assets Ltd operates using traditional offshore product providers and joint ventures with others. Holborn will become the largest privately owned Independent financial advisory company in the GCC within the next 5 years.In an area which is often regarded as heavily sales focused and taking advantage of perceived deficiencies in relevant international regulatory markets, I hope that my international market experience, spanning nearly 30 years, provides clients with comfort, ease of pace, thoroughness and the room and time to make important, informed decisions about crucially important aspects of their lives. I do not take this lightly.

Dual UK/US authorised specialist UK pensions advisor

Dual UK/US authorised specialist UK pensions advisor

Building the East African expansion for AfrAsia in 2013. Private Banking team development, business development, strategic tie-ups, client acquisition and asset build.

- Led 3 teams to $750m assets under management growth and revenue return of over $9m- Lead recruiter for Standard Chartered Private Bank- Lead trainer for Private Bank and wrote & delivered induction programme- Recognized as a top 30 high performer from a staff pool of 1400.

- Built and led a MENAT fly-out programme in 2007 servicing Barclays clients across the region, including the Gulf, Turkey, Sri Lanka, Thailand, Eastern Africa, India and Pakistan.- Led a $5m pa revenue business built from scratch- 75% of business generated was from referral or business development- 23 years experience with the organization, lead recruiter and trainer.- From 2004-06 built a personal $75m practice in 18 months, again from scratch, generating revenues of $300-400k pa in a Premier style model.