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.
Start the conversation
Let’s talk about getting your finances in a better place this New Year, and in the ones that follow.
Contact me today
New Year, new money goals
What’s your New Year’s resolution? We associate January with a flurry of gym subscriptions and better eating habits. But what about the health of your finances? Here’s how I want to encourage everyone to make their money work harder this year:
- Look back
Did your circumstances change last year? It’s easy to overlook life changes when you’re in the thick of it - things like pay rises, promotions, or moving house. Similarly, the latest Budget might have introduced new financial regulations you’ll need to consider. In a review, we can look at how those changes might impact you. - Look forward
What do you want to achieve - not just this year but in the future? Are you planning to expand your family, or maybe focusing on retiring early? Whatever your priorities are, I can use a cashflow model to help you see if your financial strategy is in line with those goals. - Take small steps
With the right help and guidance, there are surprisingly simple changes you can make. Switching to a higher interest savings account, for example. Or finding opportunities to reduce your outgoings (like scrapping unused subscriptions) and investing that money instead. We can identify those small opportunities, and look for bigger ones too - like getting you on the right track to make sure you have the income you need for retirement.
Let’s make a plan for the year ahead and get January off to the best possible start. Just get in touch and we’ll agree on a convenient time for a meeting or call.
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.