Holborn Assets UK

Celebrating 25 years

Read about our history

Lloyd Barclay

Senior Wealth Manager
Book a Free Consultation with Lloyd
Lloyd Barclay

[email protected]

+27 21518 2694

About Lloyd

Born and raised in Cape Town. I was educated at one of South Africa’s most prestigious schools before going on to complete a degree in investment management at the University of Stellenbosch. I began my career in financial services in Johannesburg, working for one of the world’s largest independent financial advisory firms. After several years, I relocated to Mauritius where I provided advice to expats and professionals across Africa.

I joined Holborn Assets in 2023 because of their incredible reputation in the financial services sector and their extensive range of solutions available to clients globally. Since then, I have been helping internationally minded individuals to build and sustain their wealth. I also have completed a certificate in International Wealth and Investment Management and plan to study further to become a chartered wealth Manager.


Qualification

  • Bcom Investment Management (University of Stellenbosch - SA)
  • Certificate in International Wealth & Investment Management (CISI - UK)
  • Class of Business (Masthead - SA)

Lloyd Barclay

[email protected]

+27 21518 2694

Book your free consultation with Lloyd

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.

    Book a free consultation with Lloyd