Hollee Vivian LLB (hons) FPFS in

Hollee Vivian LLB (hons) FPFS

Questioner · DISC type c
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.

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Experience
15 Years
Current Role
Financial Planning Director
Location
Little London, England, United Kingdom
Personality Overview

How Hollee shows up

Price-Sensitive
Cautious & Analytical
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

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.
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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
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Education
Bachelor of Laws (LLB)
University of Portsmouth
Fellow and Chartered Financial Planner
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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