Hollis Financial Planning

Hollis Financial Planning Hollis Financial Planning helps entrepreneurs, business owners and families enjoy long-term financial success.

Another brilliant few days away with Jamie Mitchell  from Edge futures  We had the pleasure of attending an outstanding ...
02/04/2026

Another brilliant few days away with Jamie Mitchell from Edge futures

We had the pleasure of attending an outstanding event hosted by Flair Financials bringing together voices from across the sporting world to tackle an incredibly important topic. How we better educate and support young footballers off the pitch.

This is something both Jamie and I are passionate about, so it was inspiring to see the real progress being made in this space.

A huge credit to Seyi Olofintila ,Tobi Fashola and the wider team—you should be incredibly proud. Another superbly delivered event, set in a stunning venue.

Looking forward to seeing the continued impact of the work you’re doing.

Celebrating one full year of Hollis Financial Planning!- We have opened our own office in Newton Mearns, with more detai...
02/03/2026

Celebrating one full year of Hollis Financial Planning!

- We have opened our own office in Newton Mearns, with more details coming soon.
- We have hired staff to enhance our services.
- We continue to support clients across the country with their financial planning needs.

Recently, I travelled to our Manchester location to assist a young footballer in protecting their life after football. We have been dedicated to working with athletes and other short-term careerists over the past two years, ensuring that when the inevitable happens, we have a solid foundation in place to support them in the next phase of their lives.

Here's to many more years in business!

I’m delighted to announce that Gary McLennan has joined Hollis Financial Planning as our new Practice Manager!Gary bring...
15/01/2026

I’m delighted to announce that Gary McLennan has joined Hollis Financial Planning as our new Practice Manager!

Gary brings a wealth of experience to the team, with a strong background in the public sector and customer-facing roles across Scotland. He has previously worked with NHS Ayrshire & Arran, NHS Greater Glasgow and Clyde, North Ayrshire Council and Hall’s of Scotland where he honed his skills in exceptional customer service, client relationship management, sales, and tailoring solutions to meet the unique needs of individuals, patients, and customers.

In his role as our main point of contact here at Hollis Financial Planning, Gary is the friendly and dedicated professional you’ll speak with first.
He’s always ready to go the extra mile to ensure our clients receive the support and guidance they need.

Outside of work, Gary is a passionate lifelong guitarist and singer, having performed in various bands over the years. When he’s not making music you’ll likely find him out on his motorcycle or training/practising Mixed Martial Arts (and even coaching others!).

Above all, though, as a devoted family man, nothing brings him greater joy than spending quality time with his wife and young son.
A very warm welcome to Gary – we’re thrilled to have him on board and look forward to him helping our clients every step of the way!

A massive Happy New Year to all my wonderful clients, friends, and colleagues! 🎉I couldn’t be more grateful for the incr...
31/12/2025

A massive Happy New Year to all my wonderful clients, friends, and colleagues! 🎉

I couldn’t be more grateful for the incredible first year of Hollis Financial Planning—it’s been nothing short of amazing, and that’s all thanks to each and every one of you for your trust and support.

2026 is going to be a big year as we open our brand-new office and welcome more talented team members to the business.

Here’s to an even brighter 2026! 🥂

I’ve just sponsored my first podcast – a proper milestone for Hollis Financial Planning!A couple of months ago, I met Ki...
13/11/2025

I’ve just sponsored my first podcast – a proper milestone for Hollis Financial Planning!

A couple of months ago, I met Kieran Hennigan and was immediately struck by his passion for shaking things up in the Scottish game.
His energy and vision for making a real difference are exactly the kind of drive I love to get behind.

We’re chuffed to bits to sponsor such a cracking podcast. I’ll be sharing the episodes here and across my other platforms as they drop – keep an eye out!

Scott Brown and Graeme Mathie of Ayr United join Kieran:- Should clubs be mandated to play young players? - Is the cooperation agreement working?...

06/11/2025
Last week, I finally attended my graduation ceremony at the iconic Science Museum in central London – a fantastic settin...
13/10/2025

Last week, I finally attended my graduation ceremony at the iconic Science Museum in central London – a fantastic setting for the occasion. (Seeing a spitfire so close was an experience in its own right.)

I’d missed the previous event as my son Euan was very young at the time, so I certainly felt like one of the more mature students on the day.

That said, I travelled down with the family and thoroughly enjoyed exploring the city before graduating on Friday.

We had some excellent speakers sharing their journeys with St. James’s Place and the positive impact they’ve had on their clients’ lives – truly motivating.

It’s back to business today at Hollis Financial Planning, which continues to grow from strength to strength. The past six months running my own practice have been intense yet incredibly rewarding. I’m eager to see what the next six months hold for me and my clients.

Self-Invested Pension Plans (SIPPs) give you a much wider range of investment opportunities than those available through...
24/09/2025

Self-Invested Pension Plans (SIPPs) give you a much wider range of investment opportunities than those available through most traditional pension plans.

Click through the images for more information, and don’t hesitate to reach out if you’d like to learn more about these plans.

https://www.hollisfinancialplanning.co.uk/



These types of pensions will not be suitable for everybody, as they require investors to be happy in making their own investment decisions and may incur costs not usually associated with other types of pension schemes. There are strict rules on what property can be held and how. The value may fall as well as rise and you may get back less than the amount invested. Pension and tax rules can change at any time and will be dependent on individual circumstances.

Hollis Financial Planning Ltd 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).

SJP Approved 9/9/2025

I had the pleasure of inviting some friends along to a charity fundraiser for the St James’s Place charitable foundation...
22/09/2025

I had the pleasure of inviting some friends along to a charity fundraiser for the St James’s Place charitable foundation on Friday at Po***ck Golf Club.

One of my guests had only recently started playing golf so found the course to be a bit tricky…

Special mention to Malcolm Lynn who bagged his own eagle with a monstrous drive and a 141 yard slam dunk! Well done again Malky!

It was a proud day for me as a reasonably new partner in the company bringing my own team along to represent Hollis Financial Planning.

What made me even more proud was winning the day and multiple raffle prizes..

We also helped to raise a massive £10,000 for charity on the day.

A day to remember for sure.

It’s never too soon to start putting retirement plans in place. You might be thinking about retiring in the not-too-dist...
17/09/2025

It’s never too soon to start putting retirement plans in place. You might be thinking about retiring in the not-too-distant future, or you could be at the start of your career and wanting to get off on a good footing.

At Hollis Financial Planning, retirement planning is one of our core business pillars. Click through the images below to learn more and get in touch if you’d like more information.

https://www.hollisfinancialplanning.co.uk/



The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Hollis Financial Planning Ltd 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).

SJP Approved 9/9/2025

Despite a constantly shifting pensions landscape, planning and saving for retirement are as important as ever, and a pen...
11/09/2025

Despite a constantly shifting pensions landscape, planning and saving for retirement are as important as ever, and a pension is a highly efficient way of saving.

Click through the images below to learn how you can make the most of your pension fund.

For more information, head to our website or get in touch.

https://www.hollisfinancialplanning.co.uk/



The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.

Hollis Financial Planning Ltd 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).

SJP Approved 9/9/2025

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