Debbie Holloway

Chartered Financial Planner
Reviews and Ratings for Financial adviser Debbie Holloway, Croydon

Debbie at work

Debbie’s career in financial services began at the age of just 16, working as a cashier and personal banker at Barclays, where she spent seven years learning the importance of great client service. She then moved into mortgages with Alliance & Leicester, working as an underwriter and adviser for five years, before moving into independent financial advice around 20 years ago.

Starting in administration and progressing into paraplanning, she eventually followed her passion for working directly with clients and became a Chartered financial planner in 2021. Debbie now works closely with individuals and families across all life stages, with a focus on retirement planning, pensions, investments, estate planning, and protection.

Debbie at home

Debbie spends most of her time outside work with her partner, two children, and wider family. She enjoys being outdoors whenever she can, whether that’s walking in the woods, exploring the countryside, or heading down to the Kent coast for a bit of sea air.

Debbie is a keen animal lover, especially of dogs, and she supports a number of animal charities. She also has a strong personal connection to cancer charities, having seen close family members affected. In her spare time, she helps out the front of house with Pratts Bottom Amateur Dramatics and keeps active with Pilates.

In the spotlight

What was the proudest moment of your career?

Graduation and receiving Chartered status, particularly as my last Chartered exam was the day before my dad passed. It felt like he was pushing me to pass.

What do you love most about your job?

Building long-standing relationships, finding out all about clients’ families, and helping achieve their financial goals. Also, meeting new clients for the first time, some of whom can be in difficult circumstances.

What types of people do you most enjoy working with?

Those who are alien to financial matters and find them difficult to understand, but with education, they come away feeling confident.

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