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Holly Tomlinson

Financial Planning Consultant Cert CII (MP), DipFA in Huntingdon

A little bit about Holly

I wanted to become a financial adviser as I have a real, real passion for helping my clients from the start of their financial journeys and continue to be there throughout their lives. I have a real passion for providing a personal service to my clients and hope that my friendly and professional approach helps customers feel confident and at ease when it comes to making important financial decisions.

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

General Insurance

Home contents insurance, buildings insurance.

Mortgage

First time buyers, remortgages, buy-to-let.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Qualifications

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Certificate in Mortgage Advice

  • The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.

Testimonials

Paul. G

I have had the pleasure of working with Holly over the last several years. I have been very impressed with her ability to find solutions, stay focussed and above all else champion the clients’ interests. She takes time to really understand what you're trying to achieve and discusses your strategy and goals to get there.

She is someone who is very proactive and will be ahead of any situation as she has a keen eye for detail. She is an extremely professional, knowledgeable and dedicated individual who takes pride in her work and if she says she will do it, she does.

Location

Holly Tomlinson's location

  • Huntingdon
    Cambridgeshire
    PE29
    United Kingdom
Holly Tomlinson's location

Holly is located in Huntingdon and offers expert financial advice to suit your needs.

Holly Tomlinson's location

More about me

I’ve built a client network of strong, long-term relationships by giving expert advice to people who want a personalised service alongside professional bespoke advice.

I work across all client areas, specialising in private clients and limited company property portfolio directors. I have professional relationships with accountants, will writers and more should you need any assistance in these areas. I have achieved CII certification in mortgage & protection advice & my Diploma for Financial Advisers through the London institute of banking.

You can be reassured that I am fully qualified to provide you with professional advice & recommendations. I’m a verified member of the London institute of banking which means you can be confident I adhere & work to the institutes high professional standards.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 28 March 2024.