9 to 5
After studying law at university, Holly spent a few years in the legal and sales industries before joining Citygate as a paraplanner.
Holly’s day-to-day role involves supporting the team’s financial planners in providing the most suitable advice and achieving positive outcomes for clients. That includes preparing technical reports, cashflow modelling, putting recommendations in place, and attending client meetings.
Together with the financial planning administrator, Holly is responsible for providing a seamless ongoing financial planning experience. She’s also on hand as an additional point of contact for any queries.
Holly in numbers
Kg's of chocolate consumed each year
Birthdays on Easter Sunday
My resting heart rate