Get free Expat Investment Advice

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 is to provide you with a clear understanding of your current financial situation and make investment recommendations to help you achieve your financial objectives based on your risk profile.

Who is the service for?

The service is designed for those who have any of the following:

• Savings in excess of 25,000 GBP / EUR / USD
• Have an existing investment portfolio, held within the EU or Internationally
• Ability to save 500 GBP / EUR / USD per month

What are the potential benefits?

Investment advice can help expats make informed investment decisions, reduce investment risks, and achieve their financial goals, while saving time and accessing specialized knowledge.

• Guidance can be provided on investment options and strategies that can help expats maximize their investment returns.
• Advisers can help expats assess their risk tolerance and recommend investments that align with their risk profile, helping reduce the risk of investment losses.
• Advisers can help expats navigate the complexities of taxation for investments made in different countries and recommend tax-efficient investment strategies.
• Advisers can work with expats to identify and prioritize their financial goals, such as retirement savings or wealth accumulation, and recommend investment products that help achieve these goals.
• Advisors can conduct research on investment options and monitor the performance of the portfolio, freeing up time and effort for expats to focus on other priorities.
• Advisers have specialized knowledge and expertise in investments, which can help expats navigate the complexities of international investing and identify investment opportunities that they may not have otherwise considered or even have access to.

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
• 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.