Welcome to Hollis Financial Planning
Hollis Financial Planning supports entrepreneurs, business owners and families to enjoy long term financial success. We also specialise in working with individuals with short-term careers, such as sporting professionals, those working in the military and influencers.Founder Lee Hollis is based in our office in Newton Mearns, Glasgow, where he offers financial advice around retirement planning, savings, investment planning and insurance. Lee will create a unique, tailored plan to ensure your investments thrive, your finances are protected, and your family has a secure future.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 05/03/2025
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.
