Qualifications
- Diploma in Regulated Financial Planning
At work
Holly joined The Pension Planner in 2016, initially starting as an administrator before progressing to the role of paraplanner, a position she held until 2024. In this role, she assisted advisers by conducting research, preparing suitability reports, and providing recommendations for clients.
Holly has now moved to a financial adviser role, where she directly helps clients achieve their retirement objectives.
At home
Holly starts every morning with a gym session. After work and on the weekends, you’ll usually find Holly running, kickboxing, or unwinding with music or a good book.
Holly Likes
- Music
- Gym
- Pineapple and fish on pizza
- Excel spreadsheets
- Early mornings
Holly Dislikes
- Lie-ins
- Slow Drivers
- ABBA
- Slugs
- Cold mornings
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Holly’s entry here.
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CONTACT DETAILS
HEAD OFFICE
The Pension Planner
Courtwood House
Silver Street Head
Sheffield
S1 2DD