Hollee Vivian LLB (hons) FPFS in

Hollee Vivian LLB (hons) FPFS

Login to view DISC.
Financial Planning Director at Ascot Lloyd
📍 Little London, England, United Kingdom

Hollee Vivian is an award-nominated Chartered Financial Planner and Fellow with a background in law. She specializes in providing empathetic, non-judgmental financial advice—covering investments, pensions, and estate planning—specifically for women navigating significant life events. She was a finalist in the 2024 Women in Financial Advice Awards.

Outside of her professional life, Hollee is a dedicated endurance runner who recently completed a 35-mile race. She is passionate about pushing her physical and mental limits. She also enjoys taking time to slow down and walk her dog, especially during career transitions.

She recently participated in a professional media training day with experienced journalists from the Chartered Insurance Institute.

Read the full overview →
Experience
15 Years
Current Role
Financial Planning Director
Location
Little London, England, United Kingdom
Personality Overview

How Hollee shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Hollee cares about

Financial Planning for Women
Specializes in helping women take control of their financial future and was a finalist for the Women in Financial Advice Awards in 2024.
Empathetic Client Advice
Spoke at a symposium on the importance of empathy and a non-judgmental approach when advising clients during major life events like divorce or bereavement.
+5 more topics Login to view topics
Career

Work history

2-2026 - 5-2026
Financial Planning Director
Ascot Lloyd
2-2023 - 1-2026
Financial Planning Director
aberdeen
1-2019 - 2-2023
Financial Planner - Team Leader
Evelyn Partners
11-2016 - 1-2019
Financial Planner
Evelyn Partners
9-2015 - 11-2016
Wealth Planner (Paraplanner)
Evelyn Partners
In the press

Media appearances

Who’s Moving Where In Wealth Management? – Charles Russell Speechlys, Ascot Lloyd. Featured in Wealth Briefing
See now
Education
Bachelor of Laws (LLB)
University of Portsmouth
Fellow and Chartered Financial Planner
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Ascot Lloyd Employees

Explore more public profiles from related professionals.

Jason Barefoot, CFP™ FPFS
Jason Barefoot, CFP™ FPFS
Chartered Financial Planner
Ascot Lloyd

More profiles

Discover additional public profiles from our index.

Julie Snow-Samanant
Julie Snow-Samanant
Chief Marketing Officer
Fredrikson & Byron, P.A.
 Justin Willis
Justin Willis
Regional Sales Director
IBS Office Solutions
 Jacob Horowitz
Jacob Horowitz
Lead Mechanical Engineer - Blades
GE Vernova
 Janel Kinlaw
Janel Kinlaw
Principal
Refining Workflow LLC
Unlock the full playbookSee exactly how to sell to Hollee. Free, 10 seconds.