Ceri joined the firm in 2025, bringing 11 years of experience within the financial services industry. She began her career in pensions before moving into financial planning, gaining broad expertise across administration and paraplanning.
She has completed examinations in Pensions and Retirement Planning, as well as Financial Services, Regulation and Ethics, strengthening her technical knowledge and supporting her commitment to delivering well‑informed, high‑quality client service. Ceri is known for building strong, trusting relationships with clients and contributing positively to their overall financial planning experience. Outside of work, Ceri enjoys spending time with her young children, taking part in outdoor pursuits such as mountain climbing and kayaking, and relaxing with a good book.
Ceri Holton
Business Support
