JOINING FORCES FOR AN EXCITING FUTURE
If you are already a client you will know this is an exciting time for our company. If you are yet to become a client and are here to find out more about us, you couldn’t have chosen a better time. After more than 10 years of providing some of the highest quality advice and exceptional service across the UK, we have grown as a business rapidly creating success stories for clients.
In order for us to grow and continue serving you with the quality you deserve we are excited to have joined forces with Sovereign Wealth. Being part of a larger team ensures that standards remain consistently high. This will enable us to realise our growth plans and elevate the level of service we can offer you. Sovereign’s values and passion for excellence make them the perfect cultural fit for us and, more importantly, for you, our valued clients.
Our new combined business will, over time look to rebrand itself in a way that reflects our shared values. Soon you will notice some changes to this website and of course our branding which has now switched to Sovereign to align with the name change.
I want to assure you that our new business, now operating as Sovereign Wealth, will continue to provide the exceptional service and advice you have come to expect from us. There will be no changes to our dedicated team. You will continue to receive a first-class service from your personal Adviser, Client Relationship Manager and the wider team.
Our commitment to you remains unwavering. With the added support of the excellent Sovereign team behind us, we are confident that our partnership will only enhance the level of care and attention we offer to you. Together, we look forward to a bright and prosperous future, where you, our clients, will always be at the very centre of everything we do.
Kevin Holleron FPFS
Kevin Holleron FPFS
Hi, my name is Kevin Holleron — I’m a wealth manager, husband and dad to three wonderful boys.
Most people know me because of my work in helping people manage their money. I’ve created this niche for myself where I try to be an advocate for the best wealth strategies to help people enjoy their lives and achieve their aspirations.
I help successful people across a range of disciplines from entrepreneurs and business owners who wish to create wealth from their businesses with a specialist interest in the dental sector and NHS pension scheme.
Kevin Holleron FPFSWealth Manager
I started work as a Financial Adviser and Wealth Manager in 2004. Since 2008 I have specialised in advising dentists in the UK, with all aspects of their personal and business finances.
I joined Holleron Wealth Management, a Partner Practice of St. James’s Place due to their innovative and specialist understanding in the dental market, coupled with their reputation for excellent advice and the St. James’s Place distinctive Investment Management Approach.
As a specialist Wealth Management Consultant for dentists, I offer full holistic financial planning. Dentist can draw on my specialist knowledge of the NHS pension schemes and performer/provider contracts. Dentists may speak freely about their world with confidence that I understand their needs and offer bespoke solutions. As with the nature of life; this is constantly evolving and changing and with regular meetings I always aim to be one step ahead.
I am well placed to help clients take advantage of their specific financial planning opportunities, whilst avoiding the potential pitfalls that dentists may face throughout their career.
I also advise a lot of Doctors and other professionals offering clients Goals Based Financial Planning. Gaining a deep understanding of why money is important to them and what Goals and Dreams they may have. Using state of the art software programmes we can create a Life Plan for clients helping them to achieve these Goals.
In my spare time, I love to keep fit by going to the gym, playing racketball and golf. I have a busy house with 3 children and a dog. I love entertaining and cooking for family and friends.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Louise PowellFinancial Planner – DipPFS
When you love what you do it doesn’t feel like work. I’m one of those lucky people who really enjoys their work.
My name is Sonia, I have a little daughter, Ava. She is a little bundle of joy and keeps me very busy when I’m not in work!
Having studied Law at University I took a summer job in Banking which quickly lead to me being a fully qualified Financial Adviser. I never looked back and decided this was the career I would have until I retire! During my 16 years working in this industry so far, I managed a team of Financial Advisers across a Region but always missed being in the adviser seat myself.
After having my daughter, I decided to go back to face to face advice and joined Holleron Wealth Management who work towards the same high standards that I have.
I am passionate about building long-term relationships with my clients and really helping them understand their financial goals, then implementing strategies to help them get there.
The biggest achievement for me is when a client refers a friend or family member because they are confident in the service, advice and care that I show to them.
Sonia MarriottFinancial Planner
I have been working in financial services for over 20 years and started my career as an adviser at Lincoln Financial Group in 2000. I then moved into a research and compliance role with Inter-Alliance, a national IFA, in 2001 and took up an advisory position in 2003 – concentrating primarily on providing pension advice to companies and their employees. I joined St. James’s Place in 2014 and was invited to join the Holleron team in August 2018.
Since starting in financial services, I have worked hard to increase my professional qualifications in order to provide quality holistic advice to both individual and corporate clients in an ever-changing environment and aim to become a Chartered Financial Planner in 2024.
I am married to Gemma, a head teacher, and have 3 children – Jasmine, Ben and Sienna. The majority of my spare time is spent with the family but I also volunteer as a sponsor governor at George Spencer Academy in order to give back to the local community.