Behind every good adviser is a strong and very capable administration team who work extremely close to our Financial Planners, ensuring consistent and outstanding service is delivered to all of our client’s.
Martin De Lamo White
My name is Martin, I am a devoted husband and Dad to 2 girls and make a wicked paella.
I obtained the relevant Financial Planning Certificate qualifications and have worked
as a paraplanner since 1997.
My role is to support our advisers to create unique solutions aiming to meet our clients' needs. I provide compliance support, analytical research, report writing and background technical support.
I enjoy looking after our dental clients who have very specific needs and requirements and hopefully you will get to experience our "research and summaries of your financial planning needs" which are simple and clear to understand in a world of complex financial jargon.
01159 728 244
My name is Claire, I joined Holleron Wealth Management in July 2019. My role is to provide Kevin with a comprehensive level of support whilst liaising with his clients to provide a seamless and exceptionally high level of service. Grove Farm is such a great place to work and I look forward to welcoming you.
In my spare time my boyfriend and I like to get out walking our cocker spaniel Rory, and stop off for tea and cake somewhere along the way!
My name is Jacqueline, I am married with 3 girls, one still at school, one at college
and one about to buy her first house. In my spare time I play cricket, coach a girls cricket team and am spin crazy.
I am the Practice Manager and work with a great team of colleagues focusing on activities to help achieve the goals and purpose of the Practice are achieved. I am committed to our company mission of creating life long client relationships and am passionate about ensuring we provide a first class service to our Clients.
0115 9728 244
I have been a paraplanner for 10 years and have a wealth of experience in dealing with all kinds of financial matters. I am a detail conscious person and love to get things right for every client, all of whom are important to me.
01159 728 244
I am Angie, I have a grown up son and love going on long walks with my dog Domino and my husband, usually ending in a pub.
My expertise is in building long-lasting relationships and supporting Kevin and other advisers in the important role they play in helping clients with their financial plans and aspirations.
01159 728 244
Having enjoyed over 15 years experience in a financial services client support role, I am always on hand to help ensure that client meetings run smoothly.
My main role is to help support Advisers by liaising with clients, booking client review meetings and ensuring first class customer service is provided through regular client contact.
My name is Kerri, I am married with one son and 2 dogs. They take up all my time.
We love camping.
I have a wealth of financial administration experience and work hard to ensure we have all client and provider information in order to provide the most suitable advice for
our clients needs.
I care about our clients and take ownership of tasks to ensure your finances are well looked after.