About Us
Anthony Holroyd AFPS
Chartered Financial Planner
With 25 years of experience in the financial advisory sector, including 15 years as a Financial Adviser, Anthony is a Chartered Financial Planner—widely recognised as the gold standard in financial planning. As well as the Advanced Diploma in Financial Planning he holds specialist qualifications in:
Advanced Tax and Trusts
Advanced Investment and Pension Planning
Long Term Care Planning
Discretionary Investment Management
Since entering the industry in 1999, Anthony has held roles across the financial planning profession at small independent firms and national advice businesses to private banking, high street banking, and global asset management. This breadth of experience gives him a rarer, 360-degree view of the financial advisory world and a clear sense of what genuinely benefits clients.
Anthony is also a Financial Industry Mentor, sharing his knowledge and client-focused approach with new advisers through the Personal Finance Society (PFS). His passion for raising standards and championing ethical advice helps keep Holroyd Wealth Management forward-thinking and people-focused.
Anthony lives in North Somerset with his wife Caroline, their son Arthur, and Olive, the ever-enthusiastic Irish Terrier. He is also a tennis enthusiast, both on and off the court and is men’s captain of his local tennis club.
A keen film photographer, Anthony still finds time to enjoy this traditional, more mindful photographic process—where the satisfaction comes not just from the final image, but from the careful process it took to get there.
Jo Coles
Client Service Manager
With 35 years of experience in banking and accounting, Jo works closely alongside Anthony, providing dedicated support to both him and their clients. She enjoys being the friendly voice clients hear when they get in touch, always happy to help and committed to delivering exceptional service.
Jo’s diploma in end-to-end bookkeeping highlights her meticulous attention to detail and precision, qualities that have been integral to ensuring the consistently high standards Holroyd Wealth Management clients have come to expect.
Outside the office, Jo enjoys an active, adventurous lifestyle with her husband, looking forward eagerly to future travels and new experiences. With both their children now grown and building successful careers of their own, Jo and her husband are embracing the opportunity to explore new destinations, indulge their passion for travel.
Warm, outgoing, and sociable, Jo finds joy in sharing adventures with family and friends, making the most of life's new chapters with energy and enthusiasm.
Our Story
Curious about how Holroyd Wealth Management came about, here's our backstory
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Anthony’s interest in finance began at an early age. During school runs with his dad from the age of seven, Radio 4’s Today programme was always on (not exactly his first choice of station back then!). Whilst the political news of the day often passed him by, it was the 8:25 AM financial markets update that piqued his curiosity. That early exposure sparked a lifelong interest in economics, global markets, and the positive impact sound financial planning can have on people’s lives.
Since joining the industry in 1999, Anthony has worked in a variety of roles across the financial planning profession—from a smaller advice firm and a national advice business, to private banking, an international high street bank, and a global fund manager. This breadth of experience has given him a rarer, 360-degree perspective on wealth management, and a clear understanding of what truly benefits clients —and what gets in the way.
After seeing what worked (and what didn’t) across the industry, Anthony’s goal was simple: take the best bits, leave the rest, and build a more clients focused service.
It was during his time at a major international bank that Anthony first worked with Jo.
Jo’s interest in numbers and order began early—with an eight-year-old’s Christmas gift: a toy Post Office set. She spent hours stamping paperwork and sorting “transactions”, unknowingly laying the foundations for a career built on precision and people skills. At 16, she took her first real step into finance as a cashier at the then Midland Bank. In the pre-digital days, balancing your till by hand demanded focus and accuracy—standards Jo still carries into her work today.
When Anthony was building out his team within Premier Banking & Wealth, Jo’s natural empathy and ability to put clients at ease made her the clear choice as his relationship manager. Over a decade later, they’ve built a strong professional relationship rooted in shared values and a genuine commitment to doing right by their clients.
Network Partner: Quilter Financial Planning
Trusted support behind the scenes, so we can focus on you
When we set up Holroyd Wealth Management, we were keen to partner with a network that shared our commitment to doing things properly—supporting robust, personalised advice without the pressure of product sales or targets.
In case you're wondering, a network is a bit like the backbone of a financial advice firm. While we remain an independent business, we operate under Quilter Financial Planning’s regulatory umbrella. This gives us access to expert support, compliance oversight, and the latest tools—so we can spend less time on paperwork and more time focusing on you.
Quilter, one of the UK’s leading wealth management firms, offered exactly the right fit: the freedom to run a client-first practice, with the reassurance of strong regulatory and administrative support.
As a FTSE 250-listed company, Quilter brings financial strength, award-winning service, and a highly respected reputation across the industry. Their support in areas such as technology, systems, and adviser tools helps us deliver robust, clear advice tailored to your needs.
And when extra expertise is needed, Quilter’s technical specialists are on hand—ensuring you benefit from a joined-up approach, without ever losing the personal connection that defines how we work.
In short, it’s a structure that keeps us grounded and well-supported—so you can have complete confidence in the advice you receive.
FT Financial Adviser Service Awards 2024 - Five Stars (Platform, Pension, Investments)
How to Contact Us
Got a question or ready to talk through your financial goals? We’re here, and we’d love to help.
Anthony - 07562 183300
Jo - 07562 183301
and via email at helpdesk@h-wm.co.uk
Or if you’d prefer to send us a message, please use the contact form.
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