Holly Rogers

Paraplanner

After completing my degree in Business Accounting, I began working as a Project Support Officer
within Audit before joining the Financial Services industry as an Administrator in 2019.

Since joining PDB Wealth as a Paraplanner in June 2021, I have been studying towards achieving the
Chartered Insurance Institute’s Diploma in Regulated Financial Planning with the goal of progressing
to Financial Planning Consultant.

I am extremely happy to be part of such a great team and enjoy providing support to our clients.
Outside of work I spend time with my family and friends going for nice meals and walks.

Team Bio

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