Holly Mckay
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    • Home • Advice • Advisers

    Paul Brook

    Financial Adviser

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    Northumberland

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    About me

    I am a Financial Adviser dedicated to helping clients navigate retirement, investments, and estate planning so they can feel confident and secure about their future. Following a successful ten-year career in export sales, I transitioned into financial services to offer a trusted source of guidance. I am fluent in French and speak degree-level Spanish, which allows me to uniquely support long-term UK residents from France and Spain by explaining the complexities of the UK financial system in their native language.

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    My details

    I like helping people on:

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    Investment and savings

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    Retirement planning

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    Income in retirement

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    Protection for your family

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    Estate planning and Inheritance Tax

    My qualifications:

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    CII Level 4 Diploma in Regulated Financial Planning

    My charging model:

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    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.