Hi, My name is Kevin Holleron, I’m a Managing director, Wealth Manager, Husband and Dad to 3 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.
At the core of my work is a simple, but powerful question, how can we use our money and wealth to help us live better lives?
The first way I try and answer that is to take the complex and make it simple to understand.
What are we trying to achieve in our lives and how can money help make progress towards our goals?
What are the fundamental forces that our investment making decisions are based upon?
What common misconceptions do we have about the way that wealth accumulation works ?
The second way that I try to answer that question is to apply these insights to everyday life.
What are the most effective ways to turn proven research into tangible results?
How can we pinpoint financial roadblocks and tax tripwires and overcome these barriers?
How can we become the architect of our financial future?
My goal is to turn your aspirations into realities by listening, understanding and creating a financial roadmap towards your goals.
If I can only answer this question in a modest way, my work will save you time, aim to make you money, give you peace of mind and help you build a better life.
I feel very lucky to share my work with a wide range of interesting people and my clients include successful business owners, entrepreneurs and health care professionals
For reviews of Kevin’s services please click here.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.