Lee Hollis

Certified Financial Planner, Level 4 Diploma in Regulated Financial Planning

I’m Lee Hollis, Founder of Hollis Financial Planning. I’ve been working with St. James's Place for a few years and I am proud to have supported hundreds of clients to build a better financial future. My varied experience - 10 years in the Royal Regiment of Scotland, 2 years as Sales Executive at Nissan and 3 years of fatherhood - has given me an understanding of what real people need when it comes to financial support.

About

My mission is to help families, individuals and companies to navigate life with financial confidence. I work with sole traders, business owners and short-term career professionals such as footballers and those working in the military.

I have met many people who are nervous about approaching a Financial Adviser; “will they do what’s best for me?”; “is it really expensive”; “what if they judge me?”. I completely understand their concerns. That’s why I always explain how I work in a clear and transparent manner and do everything I can to ensure you feel comfortable working with me. Nobody’s financial history is perfect and no matter your starting point, you deserve support and guidance to ease your worries and put you on track to a financially secure future.

I’ll give you honest, no nonsense advice that will help you achieve your goals. I’ll help you plan for retirement; save for your children’s future or a once in a lifetime holiday; protect your home and your income from sickness and redundancy; and protect your family should the worst happen to you. Your financial security is my top priority. 

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.

Hollis Financial Planning is a trading name of Hollis Financial Planning Ltd. Hollis Financial Planning Ltd is registered in Scotland, Number SC833472. Registered Office: 1 Union Street, Saltcoats, Renfreshire, KA21 5LL.