Senior Financial Planner
With over a decade of experience in financial services, Hollee Vivian has developed a deep breadth of understanding and training, having completed the Chartered Insurance Institute (CII) qualification, and holding a Fellowship through the Personal Finance Society.
Hollee is passionate about working with clients to help them achieve their financial goals to live the life they desire, and create memories with those most important to them. She particularly enjoys working with those that are regaining their financial independence and looking for someone to educate and support them with their finances.
When she's not working, Hollee can normally be found outdoors with her husband, two children and a cockerpoo called Salty. The family enjoys getting out on the water in the summer months, and splashing in muddy puddles in the winter!