Get a free comprehensive review of your financial situation and future goals

During this financial review, an adviser will assess your current financial position, including assets, debts, income and expenditure. They will work with you to develop a bespoke solution to help achieve your financial goals.

Based on this evaluation, recommendations may be made on how to optimize your financial strategy so that you can reach your goals. The goal of a financial review is to provide you with a clear understanding of your current financial situation, make recommendations to help you reach your goals and help you make informed decisions about your money.

Who is the service for?

The service is designed for the following:

• Expats who are concerned about the impact of market volatility on their retirement savings or investment portfolio
• Anyone who has managed their own finances to date and wants to ensure they are making the best decisions to meet their financial goals
• Expats who are unsure about their current financial situation or would like to optimize their financial planning strategy
• Expats who have unique financial planning needs, such as navigating international tax laws and managing cross-border investments
• Expats who want to ensure they are making the most of their investments, retirement plans, and other financial assets by gaining a second opinion

What are the potential benefits?

There is nothing to lose from free financial review. In the worst-case scenario, Holborn Assets will tell you that you're already in the best position with nothing to improve your current situation. In many cases however, there will be at least one area of advice that can enhance your financial situation.

• Learn how best to protect your savings and maximise returns in your country of residence
• Get access to tax efficient savings & investments available to you, both onshore and offshore
• The ability to reduce costs on existing investments
• Receive a no obligation report summarising your options clearly and transparently

Why work with Holborn Assets KSA?

• UK qualified Adviser, with over 20 years of experience
• 5 stars rated on Trustpilot
• Fully licensed and regulated in multiple jurisdictions
• A physical presence in Riyadh offering direct support
• Local knowledge and experience within the Kingdom of Saudi Arabia
• Receive expert advice from someone who understands local/International tax regimes and optimised saving options
• 24/7 active portfolio management with a variety of investment solutions, including exclusive alternative investments

Book your free appointment

Our recommended service provider is Holborn Assets, who are an multi award-winning, cross-border financial services provider that specialises in financial planning and investment advice for our expatriate members worldwide. You are entitled to 2 hours of free consultation, courtesy of Expat.com. Please complete the form below so that a Holborn Assets qualified financial adviser can contact you.