An Adviser since 1999 and with Holborn Financial since 2011, Gavin is a Fellow of the Chartered Insurance Institute working with Holborn Financial as an Independent Chartered Financial Planner.
In business for over 30 years, Holborn’s goal is to save clients the time and energy it takes to manage their financial affairs, so that they are free to focus more closely on matters that mean the most to them.
Initially we aim to increase their level of financial organisation and thereafter providing an impartial second opinion on the financial decisions already taken and those under consideration. We then take a creative role in bringing to their attention tax, investment and planning opportunities as they arise and establish a regular review system to ensure their aims and objectives are achieved.
Our typical clients fall within two distinct groups; Generators of Wealth, entrepreneurs, owners of small to medium sized businesses and self-employed professionals; and Receivers of Wealth, those in/or planning a comfortable retirement