Our Story
Before becoming a Financial Adviser, Lee spent 10 years in the Royal Regiment of Scotland. Towards the end of his military career, he started discussing finances with fellow soldiers and realised many didn’t have a solid savings or a pension strategy in place. For short-term career professionals, it’s vital to think about this early on, particularly if you aren’t going to earn as much in your second career.After several conversations encouraging colleagues to plan for the future, Lee began to wonder if he had found his second-career calling! Lee soon began his journey with St. James's Place, where his goal is to help you achieve financial peace of mind through straightforward advice and strategic planning.
Support for Business Owners and Professionals
While we work with many short-term career professionals, confusion over finance solutions is a universal experience. We therefore provide financial advice to people working in a wide range of sectors. Whether you're a sole trader, or running a large agency, you owe it to yourself and your family to work with a dependable, non-judgemental adviser. One who has access to St. James's Place’s hard working, expertly maintained investment portfolios.
How Can We Help?
Are you unsure if your current pensions will be enough to offer you a comfortable retirement? We can review all of your existing pension pots, and let you know what options are available to you, and develop a plan to help you live the life you want to live, after you retire. Overwhelmed by life’s many financial pressures? Unsure if you are managing things in the right way? We can help you better understand your tax obligations and put in place insurance for protecting your income. We can help you save for big life events like your children going off to university or buying a new home, giving you a better understanding of how much you need to save each month and how much you can afford to spend on the fun stuff! If your dream is to become financially secure, but you simply don’t know the best way to do it, let Hollis Financial Planning be your guide.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
