Experience

Holleron Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Jan 2019 - Present

  St. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. St. James's Place Wealth Management is a FTSE 100 company and one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.



Santander UK

• United Kingdom
• Banking
• 700 & Above Employee

• Regional Manager

  • Mar 2014 - May 2017

  This role involved providing effective supervision and leadership to qualified mortgage and protection advisers

• Regional Quality Assurance Manager

  • Sep 2011 - Mar 2014

  This role involved supervising a team of regulated Financial Planners across a Region. I was responsible for all compliance measures. I gained experience in 'Change Management' having had to implement and deliver 6 new sales processes / product processes. I delivered all T&C requirements ensuring advisers were observed, coached and developed as well as ensuring a high standard with their paperwork.

• Client Relationship Manager

  • Sep 2006 - Sep 2011

  This was my first adviser role where I advised clients on all areas of their financial planning.

• Personal Banking Advisor

  • Jun 2005 - Sep 2006

  Helping clients with their day to day banking needs across savings, banking and general insurance.