Financial Planning Consultant Cert CII (MP), DipFA in Huntingdon
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.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
First time buyers, remortgages, buy-to-let.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
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.
Holly is located in Huntingdon and offers expert financial advice to suit your needs.
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.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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 Financial Services Ltd & Quilter Financial Ltd on 28 March 2024.
