Holly Mckay
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    • Home • Advice • Advisers

    Lucy Grifferty

    Director & Independent Financial Planner

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    Reading, Berkshire

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    About me

    After graduating from university, Lucy tried her hand as an auditor. She enjoyed the challenges but not the lack of work-life balance or the limited human interactions!

    Lucy was given the opportunity to join a firm as an apprentice financial adviser, and the rest is history. She is now running Wholesome Financial Planning, which has allowed her to control her workload and work with friendly people every day.

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    My details

    I like helping people on:

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    Defined Contribution Pension Transfers

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    Goal-based financial planning

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    Pensions

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    Family Financial planning

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    Pensions - Approaching retirement

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    Pensions – Getting started

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    Socially responsible investing

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    Sustainable Investing

    My qualifications:

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    CII Level 4 Diploma in Regulated Financial Planning

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    CII Level 3 Award in Long Term Care Insurance

    My charging model:

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    Fixed £ fee

    Have a look at my responses to readers' questions

    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 10 Lower Thames Street, London, England, EC3R 6AF.
    Risk warningAs is always the case with investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may change in the future.
    Boring Money Ltd is a limited company registered in England and Wales under registration number 09459832 and we have our registered office at 10 Lower Thames Street, London, England, EC3R 6AF.