Lee Hollis
Certified Financial Planner, Level 4 Diploma in Regulated Financial Planning
Lee Hollis is the founder of Hollis Financial Planning and brings a disciplined, people-focused approach to financial advice.
After serving in the British Army, Lee began his career in financial planning through the St. James's Place Financial Adviser Academy. As a loving partner and father of two, motorcycle enthusiast and competitive Darts player, he understands the importance of balancing long-term goals with day-to-day life. Lee’s approach is built around goals-based financial planning, taking the time to truly understand each client’s circumstances, ambitions and concerns in order to create a tailored pathway towards financial security and success.
At Hollis Financial Planning, we believe financial advice should be accessible to everyone, not just the wealthy, which is why we place such a strong emphasis on being friendly, approachable and building lasting relationships with our clients.
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
