Matthew's Profile

 
4.8 / 5 (5 reviews)
Matthew Green
Senior Partner
Holborn Assets (independent)
Offering independent, unbiased advice to the internationally mobile individual since 2004. Based in Kuala Lumpur and working across South East Asia I help my clients with their financial planning in the following areas: Retirement planning, Pension consolidation and transfer, Investment planning, Mortgages, Life insurance, Critical illness insurance.
Advises clients with all wealth levels
< 100K 100K + 250K + 500K + 1M +
 Malaysia
 Thailand
 Indonesia

The first meeting we have together is an important one, it's a time for us both to get to know each other. You will decide whether you like what our I have to say about our Company and the way we do business and, most importantly, if you feel you would like to form a business relationship with me. The meeting will usually take a minimum of an hour, depending on the complexity of your financial circumstances.

I will be using this opportunity to find out more about your current financial position, your financial hopes, dreams and goals and most of all your fears and worries. This fact finding exercise is the cornerstone of a tailor-made financial plan and forms the basis of the advice that you will be given.

I will then conduct the necessary research relevant to your financial position and prepare a written recommendation which will be either mailed or emailed to you (depending on your preference) and a second meeting will be arranged to discuss the recommendations made.

Often other financial issues arise at this stage, which I will also be addressing.

There is no obligation for you to proceed further and I do not charge a fee for my time up to this point. Obviously we would hope that you would do us the honour of becoming one of our clients and if you wished to go ahead I would explain all fees and charges associated with doing so in a transparent manner.

As part of our ongoing service, I will be in contact you regularly to make sure that your circumstances haven't changed, or if they have how that will have an impact on your financial plan.

Qualifications

FPC1
Chartered Insurance Institute
United Kingdom
 
FAIQ
Chartered Insurance Institute
United Kingdom
 
Award In Financial Planning
Chartered Insurance Institute
United Kingdom
 
Award In Investment Planning
Chartered Insurance Institute
United Kingdom
 
M5 - Rules & Regulations
Singapore Collage of Insurance
Singapore
 

‘To provide quality advice and service that will put the right money in the right place at the right time with integrity and respect for all.’

At Holborn we believe in providing the highest standard of financial planning, adhering to international standards. At all times we aim to:

Provide expertise and integrity through our extensive product range and joint ventures. In doing so we offer clients an unsurpassed service in personal and corporate wealth management, specialising in sophisticated, tailored global portfolio strategies and services to the standards the client deserves.
Promote high standards of professional competence and conduct within the financial planning profession. Holborn Assets has adopted a Code of Professional Conduct, and in matters of conduct and discipline, the company cooperates with the Life Insurance Association of the United Kingdom for guidance.
Grow to a preeminent position in the International Independent Financial Advisory market to ensure stability, continuity and security to all our clients.

Level 35-01, East Wing
Q Sentral, 2a Jalan Stesen Sentral 2
Kuala Lumpur, Malaysia
Operates in:
 Malaysia
 Thailand
 Indonesia
Regulator Name: Labuan Financial Services Authority (Labuan FSA)
Regulator Website: https://www.labuanibfc.com
Company Regulatory Reference Number (CRRN): BS200756
Personal Regulatory Reference Number (PRRN): Not applicable in Malaysia

Operational countries

Country
Regulator ID
CRRN
PRRN
Malaysia
BS200756
Not applicable in Malaysia
Thailand
Indonesia
 

5 Reviews from clients

Average 4.8 out of 5 (5 reviews)
 
Gareth L -  Jan 18, 2017 -  Malaysia
 
5 out of 5
"Have been using Mr. Greens services Since 2004, In that time Mr Green has helped me move my pension out of the UK, Set up some life insurance policies for myself and family. His work attitude is way beyond exception and his description of the policies he provides are to the point and well presented. Mr Green has recently worked closely on some light and medium risk investments for also which are paying dividends . Highly recommend his services to anyone . Gareth Lewis"
David H -  Jan 17, 2017 -  United Kingdom
 
5 out of 5
"excellent service and keeps you totally up to date with your investments"
Keith R -  Jan 17, 2017 -  United Kingdom
 
4 out of 5
"Matthew has helped solve specific financial issues I have encountered, improved my ability to monitor funds and generally increased my confidence is dealing with financial advisers. "
Martin A -  Jan 17, 2017 -  Malaysia
 
5 out of 5
"I was recommended Matthew through a colleague who had been using him for some time, I was having an unpleasant experience with the adviser that had moved my pension out of the UK and was seeking a second opinion. I moved my pension to Matthew's firm and he has got things back on track in a relatively short time frame. I am very please with the service he's providing and would not hesitate to recommend him to friends."
Tim S -  Jan 21, 2017 -  Thailand
 
5 out of 5
"I am extremely pleased with the financial services and expert advice that Matthew Green has provided to myself and my family over several years. He has always conducted business to a very high level of standard and professionalism and has asserted himself as a valued and trustworthy financial advisor whom I can rely on. I have no hesitation in recommending Matthew and will do so to friends, family and colleagues as the need arises."