At Goodmans since 2015, Holly was welcomed as a Director in January 2023 and now leads the advice team as well as heading up the Plymouth office. As a qualified Financial Planner, she continues to make her mark with client-centred financial planning.
With Holly’s expertise in pension planning and commitment to professional development, she’s a qualified Pension Transfer Specialist, and is well on her way to achieving Chartered Financial Planner status.
Clients have recommended Holly for the clarity and understanding she has brought to them, as well as her conscientious and friendly approach, as she works closely with them to create the retirement lifestyle they want.
Holly and her husband, Mark, love travelling to new places and met while they were both exploring Australia. Living in Plymouth, they now take full advantage of enjoying the many vibrant restaurants and cultural events in the city and surroundings. They also enjoy coastal and moorland walks, and even a bit of sea swimming. Holly plays netball for the Plymouth Pilgrims and is also an avid rugby supporter.