Holly Giles

I'm an experienced Financial Adviser based in Southampton, with over nine years in the financial services industry. I began my career at Quilter (formerly Old Mutual Wealth), where I supported clients directly in the services team before moving into Regional Adviser Support.

Since joining Beals in 2019, I have worked in various roles including processing and office management, overseeing all departments and ensuring we meet the highest standards of compliance. I pride myself on being approachable, friendly, and committed to building long-term relationships based on trust.

My main areas of expertise include pensions, savings and investments, and comprehensive financial planning. I work with clients to create tailored strategies that reflect their personal goals, giving them clarity and confidence in their decisions. Whether someone is planning for retirement, growing their wealth, or protecting their family and business, my aim is always to provide clear, practical advice that makes a positive difference.

Outside of work, I enjoy spending time with my friends and family. I also love going for long walks with my dachshund, Bobbi.