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Holly Mackay
Holly MackayFounder and CEO
Harriet Wallace
Contributor

Harriet Wallace

Financial Planner

Tyne & Wear
Harriet Wallace
Contributor

Harriet Wallace

Financial Planner

Tyne & Wear

Harriet Wallace | Financial Planner | Boring Money Advice

About Harriet Wallace

I'm Harriet Wallace, a Financial Adviser at Four Rivers Financial Planning. I help individuals and families make confident decisions about their money, whether that's planning for retirement, investing for the future, protecting their loved ones, or making the most of their pensions and tax allowances. I believe financial advice should be clear, straightforward, and tailored to each person's unique circumstances. My aim is to build long-term relationships with my clients, helping them navigate life's milestones and giving them peace of mind that their finances are working towards their goals. I'm particularly passionate about helping people feel more confident with their finances and ensuring they understand their options, rather than feeling overwhelmed by jargon or complexity.

Likes
Travelling and discovering new destinations
Walking with my Labrador
Good coffee and catching up with friends
Sunshine and beach holidays
Dislikes
Poor customer service
Last-minute surprises that could have been planned for
Cold weather and dark winter mornings

Information

Specialisations

Investment and savings
Retirement planning
Income in retirement
Protection for your family
Estate planning and Inheritance Tax

Qualifications

Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee