A Chartered Financial Planner & former Holborn Adviser. Now happily retired he spends much of his time riding (and frequently falling off) his motorcycle but maintains an interest in the world of investments & provides a creative contribution to the Holborn team.
A Wimbledon local, Stephen helps our clients arrange the legal aspects of financial planning including Wills and Trusts.
Client Services Team
Jane co-ordinates our marketing activities, website and diary management. She liaises with all our clients and can arrange an appointment for you with one of our advisers to review your financial affairs when needed.
Gary joined Holborn following previous roles as a senior medical claims adviser and IFA administrator. He now has his sights firmly set on being of service to our clients and also the career development opportunities available to him at Holborn. A former semi pro footballer who now keeps himself fit partaking in charity ‘fun’ runs.
Rhiannon joined Holborn in February 2014. A completely new direction for her, as an Administrator on our Client Services Team providing support for all your financial affairs. Having lived in Wimbledon most of her life, she is pleased to be working in Wimbledon village.
An industry professional with over 20 years experience in wealth & financial planning Sylvia heads up our Client Services team. Sylvia’s primary objective is to help Holborn deliver a consistency and excellence of service to our clients.
Stuart is an experienced Financial Planning Technician. He supports our Financial Planners by creating tailored solutions for our clients and handling client queries. With a Masters degree in Chemistry Stuart is working toward achieving Chartered Financial Planner status. A keen sports fan now more of a watcher than a participant.