Meet the team

Steve Hollis

Hello, I'm Steve Hollis

Financial Planner

Steve has spent most of his career in the wealth management profession, dealing mainly with private clients. During that time he has overseen investment policies from inception to maturity for many longstanding clients. He enjoys all aspects of financial planning from retirement planning to tax mitigation and estate planning. A devoted cyclist and walker, Steve’s journeys have taken him to far flung places such as New Zealand and Watford!

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My latest content and recommended reading


Making a successful plan for retirement

More and more of our clients are having to decide how to use their savings efficiently in retirement. It's never been so difficult to make a plan that doesn't run the risk of either running out of money, or of cutting back unnecessarily on spending while you can really enjoy it.

Steve Hollis
Steve Hollis,


3 min read

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