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Holborn Assets UK

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James de Jager

Client Acquisition Executive
James de Jager, Holborn Assets

[email protected]

+27 21518 2694

About James

James joined the team at the end of December 2021, relocating back from Dubai to join Holborn in South Africa.

He is the first point of contact for new clients. Friendly and approachable, James is the king of the diary.  He books all the introductory meetings for Senior Associates, Tamsyn and Nicoline. He calls each person to ensure he acquires all the necessary background information for the client to get the most from their first meeting with us.

James likes to grow the business through word-of-mouth referrals. If you believe you may know others who may benefit from meeting one of the Associates, please pass their details on to James. He will ensure a meeting is booked as soon as possible.

 

Qualifications

 

  • Charted Institute of Securities and Investments (Level 2)

 

 

James de Jager, Holborn Assets

[email protected]

+27 21518 2694

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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.