Winelands

Originally from SA, Lourens has worked in the City of London for over 10 years before returning back to work in Private Wealth, Tax and Company Structuring in the great country of South Africa.

Michelle is proudly born and bred in Jozi, South Africa. Her interest in economics and finance began at an early age and is largely owing to the often provoking political and economic climate in South Africa.

Crystal Carelse, the office manager for the Winelands Office, is your go-to girl for anything! From her first day with Holborn until now, Crystal has always been a dedicated team player, consistently delivering above-par results.

Geoff focuses his attention on providing financial advice, tax structuring, cross border planning and investment management particularly for South Africans looking at offshoring their wealth or indeed expats with ties to their home countries.

Shannon has been working in the financial planning industry for almost 5 years, she considers one of her main strengths is being able to give each of her clients her personal attention and ensuring that their financial plan is perfectly suited to their individual needs.

Anthony is a qualified and a highly experienced Wealth Manager, given over twenty five years in the business. He is a trusted and well-known member of the financial sector and local community, where he is often drawn upon as a motivational and guest speaker. 

Results driven investment and financial adviser with strong history in both corporate and personal growth.

bio coming soon

Danicka is a Senior Associate facilitating high-net-worth clients into bespoke tax-efficient structures and offshore investments in favourable global jurisdictions.

Kathy is the initial contact with Holborn for many people and enjoys discussing the various ways they can benefit from Lourens' advice.

Within his working career, Michael's responsibility has been to deliver exceptional service and maintain healthy working relationships with all his clients. Michael has had an opportunity to gain international working experience abroad, which has enhanced his ability to work with his local clients.

Sam works closely with Cheryl Rosa with the commissions function and took on the role of HR Manager in early 2022. In an ever-evolving industry, Sam is enjoying learning in this new role and looks forward to making her mark positively within Holborn.