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.
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For advice on starting the new tax year or reaching your long-term financial goals, get in touch.
Contact me today
Could you be more financially savvy this tax year?
March, and spring more generally, is often a time for fresh starts. And now your tax allowances are getting one too. The new tax year begins on 6 April, giving you time to plan how you’ll use all those new allowances to your advantage.
Take your ISA allowance. It can be tempting to leave it until the last minute to use it up. But, if you’re able to pay into it at the beginning of the year, you’re potentially getting a whole extra 12 months of time for your savings to grow.
A review right at the start of the tax year, or just before it, can also help us spot if there are any tax incentives you could use throughout the year.
You might be surprised just how many people don’t do this - and miss out on money that’s rightfully theirs. These tax incentives can be things like increasing your pension contributions or charitable giving to help offset your income tax.
I can also draw up a cashflow model to bring this to life. The model allows us to explore and compare different strategies and scenarios, so you can see the difference it will make to your long-term finances and goals.
If you want to find out more about the savvy financial strategies I could help you with this tax year, feel free to get in touch.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
Tax Planning is not regulated by the Financial Conduct Authority.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 26 November 2024.
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.
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.
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.
Holly Tomlinson's location
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.
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.