Helen Louise Morris
Associate, Dubai
Principal of her own Financial Services Company and voted the most interesting Adviser of 2010, Helen brings much expertise and value, both to her clients and Holborn Assets. Her areas of specialisation include; financial wealth planning, inheritance taxation, pension and investment advice, together with mortgage loan and commercial brokerage. She is responsible for providing independent quality advice and service that in her own words, puts the right money in the right place at the right time, with integrity and respect for all in the UAE.
From a banking and mortgage background, Helen is 2000 FPC & CEMAP qualified and an associate member of the NACFB. Becoming self-employed under the Thinc Group network in 2004, she moved to owning her own practice in 2007, also networked with the Thinc Group.
Testimonials praising her skill and abilities are not hard to find, and she been instrumental in saving many a business from near bankruptcy, with many other satisfied clients along the way.
Recent Experience
- In the UK a developer had a loan called in by a bank with 14 days to raise the capital. Helen received the lead on her first day back from honeymoon and subsequently saved the clients company from bankruptcy.
- Arranged QROP for ex HMRC employee for £400,000, providing security for the clients family whilst his company are making redundancies. With the use of tax free cash being paid out on transfer allows the client to stay in Dubai with his family and enjoy a tax free income for his future plans to remain abroad.
Contact
050 788 5759
hmorris@nullholbornassets.com
