Holly Mckay
Holly MackayFounder and CEO
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    • Home • Advice • Advisers
    Zoe Dagless

    Zoe Dagless

    Director & Financial Planner

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    London

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    About me

    I am a Chartered and Certified Financial planner who is passionate about financial planning!
    I have worked at various firms over the years ranging from an independent financial planning firm specialising in women and then a large fund house building out a financial planning service available to a wide range of investors.
    I've set up Meliora Financial planning to genuinely help and get people to achieve their financial goals (without any jargon!), and ensure that they happen - creating that lasting trusted relationship for years to come.

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    My details

    I like helping people on:

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    Pensions – Getting started

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    Pensions - Approaching retirement

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    Savings

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    Goal-based financial planning

    My qualifications:

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    Chartered Financial Planner

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    Certified Financial Planner

    My charging model:

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    Ongoing % 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.
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