Sovereign Wealth East Midlands
Financial Services
United Kingdom
7 employees
- Employees
- 7
Sovereign Wealth East Midlands Overview
- Headquarters
- United Kingdom
- Website
- www.holleronwm.co.uk
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2012
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Sovereign Wealth East Midlands
We are a Wealth Management firm based in Derbyshire recently named one of the UK's Top Firms by reviews site Vouchedfor. Our vibrant team has a mission to help our clients achieve their life goals and aspirations. We help successful clients from every walk of life, from entrepreneurs to retired professionals. We also have a specialist interest in the dental sector and NHS pension scheme. We are proud to be a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company with £148.37 billion of client funds under management. Holleron Wealth Management is a trading name of PFPD Ltd. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives SJP Approved XX/XX/XXXX
Sovereign Wealth East Midlands Contact Details
- People in AeroLeads
- 4
Sovereign Wealth East Midlands Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Laura Buckley Cert Cii (Mp) | Practice Manager | United Kingdom |
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| Angie Nicoll | Wealth Management Administrator |
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| Lucy Holleron | Marketing Manager at Holleron Wealth | United Kingdom |
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| Martin De Lamo White | Paraplanner at Holleron Wealth |
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Employees by Management Level
Manager
2 profiles
Individual contributor
2 profiles
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