Jenny Holt

Director, Wealth Manager

I enjoy helping clients to plan and navigate their financial future so that they can be confident in whatever life decisions they may make. To establish long-term relationships and be entrusted in this way is a real privilege.”

Locations: Truro, London, St Helen's Place

Jenny is a wealth manager with over 20 years’ experience, starting her career with us in 2004 in our London office after graduating from Durham University. Jenny also has international experience, working briefly in Shanghai in 2010 before completing an MBA, studying in both Hong Kong and New York. Jenny returned to our London office in 2012 and now spends time between our South West and London offices.

With extensive experience in managing globally diversified, tax-efficient portfolios for individuals, trusts and small companies, Jenny is committed to providing thoughtful, long-term investment advice tailored to each client’s circumstances. She particularly values the relationships she builds with clients and professional connections, considering it both a joy and a privilege to help people navigate important financial decisions and achieve their objectives.

Away from the office, Jenny enjoys spending time with her family at her home in Cornwall, where she loves the coast and is passionate about the countryside. A keen runner, she has completed several marathons and enjoys travelling and discovering new destinations.