Wednesday, February 28, 2024

Wealth management firms merge

Holleron Wealth Management is joining forces with another wealth management company.

The Stanton by Dale-based firm, established 10 years ago by Kevin Holleron, is merging with Sovereign Wealth.

According to the firm, the decision to merge with Sovereign was driven by a number of factors, including its ambitions for growth.

Holleron said that Sovereign shares synergies with the firm, including its values, culture, passion for excellence and focus on clients.

The firm’s team of 14 will continue to be based at its Grove Farm headquarters.

Kevin, Managing Director at Holleron Wealth Management, said: “Together, we look forward to a bright and prosperous future. We will as always strive to shine a light on Derbyshire, celebrating our region as well as building a business where our clients continue to be at the very heart of everything we do.”

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