International Referral, the world’s largest exclusive network of advisory firms is delighted to introduce Joe Capaldi of Holborn Assets. Joe has joined IR as our exclusive Wealth Management member in UAE.
Working for You.
Joe Capaldi is an Independent Financial Advisor who deals with all the leading Investment Houses and Investment Companies. He doesn’t work for the companies who design and market financial products – he works for his Clients. We can select the best companies to more closely match clients’ needs, especially Small Businesses and Entrepreneurs.
We will always be there for You.
After the financial game plan has been put in place, we will regularly meet to ensure that your plans remain relevant and effective in the face of growth and change in your life. We cannot always predict the future but we can adapt to manage it in your favour.
Areas of Advice include:
– Retirement Planning
– Offshore Investments
– Education Planning
– Life Assurance
– Tax Planning for Ex-Pats
– Previous Pension Analysis
If you have a requirement in this area, please get in touch with Joe directly or with the International Referral head office for an introduction.