Keith Isaacs

Senior Associate

About Keith

After an early career in the hotel industry with Sun International spanning just over a decade, I moved into private enterprise for the next 15 years. My calling into the Financial and Wealth Planning industry followed, where I plunged myself into a world where clients become friends and education never ends. It is my passion to help professional individuals and business owners achieve peace of mind through a smart range of international investment and retirement solutions, with a specialist focus on tax mitigation, offshore citizenship and property. With your needs and goals in mind, I consider financial growth, family succession planning, and risk in a practical, cost-effective way.

Qualifications:

      • RE1 - South African regulatory qualification
      • National Certificate in Wealth Management (NQF5)
      • Advanced Certificate in Financial Planning (FSAƔ) (NQF6)
      • Currently studying CISI Level 3

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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.