Hannah Nash - Platform Operations Manager

I’m a Platform Operations Manager here at Söderberg, so my primary concern is ensuring that our operation runs efficiently, and our advisery firms get everything they need from the platform, both technically and in terms of training and service.

I started my career in the Fintech space with Novia Financial, where I spent 7 years gaining experience within client services, implementation and training, and business support. This gave me great insight into the technical aspects of financial platforms, and an appreciation for how important service is.

Following my time at Novia, I spent 18 months with Time4Advice as an Implementation Consultant, acting as a project manager for advice firms looking to implement CURO as their CRM system.

It was great to gain exposure to another aspect of the technology that supports advisery firms, and given our integration with Plannr, this experience has proven highly useful!

Rosie Porter - Team Leader

As the Team Leader at Söderberg, my primary responsibility is to ensure the smooth operation of our Service Centre and to meet the needs of our firms efficiently. With 12 years of experience in Financial Services, I began my career in IFA firms as an Administrator and later as a Paraplanner.

In 2020, I transitioned to Parmenion’s Client Services department, where I discovered my passion for platforms.

I joined Söderberg in November 2023 and was recently promoted to Team Leader of the Service Centre. My goal is to leverage my extensive experience to ensure swift and seamless processing on the Söderberg platform whilst also collaborating with Adviser Firms and I look forward to a long and successful career here at Söderberg & Partners Wealth Management.

Hassan Passlar - Adviser Support Specialist

I'm an Adviser Support Specialist here at Söderberg and I have over 7 years of experience in Financial Services. I started in Employee Benefits at an Insurance Brokerage in Bristol, followed by a summer internship in the actuarial department of a small pensions consultancy. I then spent 3 years at SharePlans, progressing from customer services to Plan Specialist in project management.

After SharePlans, I moved into the investments industry, working in Operations for an Overseas Wealth and Financial Planning firm in Bermuda for 2 years. This year, I joined Söderberg & Partners WM UK.

I am detail-oriented and enjoy designing processes, running projects, and using my interpersonal skills to simplify complex information. As an Adviser Support Specialist, I’ve gained significant exposure to the UK Advice platforms industry and continue to learn every day. I love what I do and am excited about my future in the industry.

Harry O'Hare - Adviser Support Specialist

Having thoroughly enjoyed my degree in Banking and Finance, I decided to pursue a career in financial services. My journey began at M&G Wealth, where I was able to build on my industry knowledge, specializing in transfers and the integration of new systems. This role provided me with a solid foundation in financial operations and allowed me to develop a keen eye for detail and efficiency.

In April 2024, I joined Söderberg, and it has been an incredibly rewarding experience. I have had the pleasure of meeting and collaborating with some fantastic advice firms. Helping them navigate through their first cases has been particularly fulfilling, as it allows me to apply my expertise in a practical and impactful way.

At Söderberg, I am committed to fostering strong relationships with our partner firms and ensuring they receive the support they need to succeed. I am passionate about continuous learning and development, and I am excited to contribute to the growth and success of both our clients and the company.

Holly Thompson - Adviser Support Specialist 

I'm an Adviser Support Specialist here at Söderberg. My career in Financial Services started two years ago as a Sales Administrator working for a small and long-standing Asset Finance company based in Bath. Here I developed a great interest in online financial platforms and this teamed with my passion for exceptional customer service and attention to detail naturally lead to my transition to Söderberg & Partners Wealth Management Ltd.