Holly Merriman

Director, Investment Management

With more than 13 years of experience within the industry, Holly manages bespoke discretionary portfolios within ISAs, pensions, trusts and offshore bonds. She works closely with our financial planning team to ensure clients’ individual investment portfolios are tailored and managed in accordance with their wider financial planning goals and objectives.

She looks after a wide variety of UK-based clients and specialises in looking after the investment needs of senior executives from a number of firms. Holly is currently focused on raising awareness of the benefits of investing and planning in the female professional and business community.

Her investment management career started at Brown Shipley in private client stockbroking, before moving to HSBC’s private banking arm and then into investment management at Tilney.