Holly Mckay
Holly MackayFounder and CEO
Avatar

Subscribe Now

Free of Charge

Avatar
    • Home • Advice • Advisers
    Carrie Garrett

    Carrie Garrett

    Financial Adviser

    LocationIcon

    Vale of Glamorgan

    Likes

    HeartIcon

    2

    About me

    I'm a busy mum working in an IFA practice where every day is different. I enjoy being able to make a tangible difference in my clients financial future through effective use of cash flow forecasting.

    tick
    tick
    tick
    tick
    cross
    cross
    cross
    cross

    My details

    I like helping people on:

    TickYesIcon

    Retirement planning

    TickYesIcon

    Pensions

    TickYesIcon

    Pensions – Retired

    TickYesIcon

    Pension transfers

    My qualifications:

    TickYesIcon

    Diploma in Regulated Financial Planning

    My charging model:

    TickYesIcon

    Ongoing % fee

    Important stuffHolly and the team have worked in the finance industry for many years but we are not regulated to give you personal financial advice. For every story on this website about a good investment, or something which went up by 10% or made someone £200, we could also share a story about a bad investment, something which fell in value or lost someone £200. We aim to provide general information and pointers – and btw we are totally agnostic about which providers you might pick – but if you have complex affairs, want personalised advice or need specific recommendations, please look at advice pages and see if regulated digital or traditional financial advice would be the best solution for your needs. Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 37 Lombard Street, London, EC3V 9BQ.
    InformationHistorically, money invested for more than five years grows more than cash savings. Remember that investments can also fall, so you might not get all of your money back. Tax treatment depends on individual circumstances and may change.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 37 Lombard Street, London, EC3V 9BQ.