Elizabeth
Hollamby

WHO I HELP

Business owners. Senior executives. High-net-worth families. Individuals navigating sudden wealth. Parents preparing the next generation to manage family assets.

HOW I HELP

Strategic planning. Modelling for new life chapters. Exit strategies. Wealth transfer. Holistic financial advice.

“I TURN COMPLEXITY INTO CLARITY, SO YOU CAN MOVE FORWARD WITH CONFIDENCE.”

Elizabeth Hollamby is a Financial Planner based in our London Gatwick office, guiding clients through pivotal life transitions with calm, clarity, and a focus on what truly matters to them. Her role involves strategic planning, client meetings, and collaborating with tax and legal experts. That might mean updating complex structures, modelling scenarios, and integrating specialist input, or meeting clients to review plans and adjust for life changes. She is also passionate about her professional development, staying current with industry shifts so her advice remains ahead of the curve.

THE DRIVING FORCE: HELPING PEOPLE

“Helping people has always been at the heart of what drives me. I really enjoy sitting beside my clients as they go through life’s milestones, no matter how big or small and celebrating the wins together.

Most clients start their Financial Planning journey feeling overwhelmed, facing uncertainty, or just needing someone to listen. I create a safe space and focus on building trust first, this way we uncover the real drivers behind their goals, and that’s when the plans we create together become not only technically sound, but deeply meaningful.”

BUILDING TRUST BY LISTENING FIRST

“My first meeting with any new client is all about active listening. I want to understand their values, their life goals, and their concerns. When people feel genuinely heard, they’re more confident in the plan we build together.”

GUIDING CLIENTS THROUGH MAJOR TRANSITIONS

“Some of the most rewarding moments in my work come during big life changes. I recently worked with clients who had just sold their family business, an emotional milestone that left them with a significant cash balance. While their long-term plan was in progress, they were unsure how to manage the immediate funds securely.

We went through a detailed cash flow review, then structured a strategy to optimise FSCS protection and interest generation by splitting the proceeds across instant-access and fixed-term accounts. It gave them peace of mind and breathing space after such a major event, and turned what could have been an overwhelming period into a confident next step.”

SEEING DREAMS BECOME REALITY

“The best part of my role is seeing a client’s face when they realise a dream, whether it’s buying a home, gaining clarity on the next chapter in their life, or knowing their children’s future is protected. That spark of relief and excitement is why I do what I do.

I’m also lucky to be part of a highly collaborative team. I can tap into the knowledge of pensions specialists, tax experts, and legal advisers to deliver fully rounded solutions for clients. It’s a culture of learning and shared expertise, which makes our advice even stronger.”

FACING CHALLENGES WITH CLARITY

“One of the biggest challenges in financial planning is balancing complex, ever-changing regulations with a client-first approach. My focus is on staying proactive, upskilling constantly, and delivering clarity at every stage.

A common misconception about financial planning is that it’s only for the ultra-wealthy. In reality, it’s about enabling choices and protecting futures, whatever your starting point. The peace of mind it brings is universal.”

LOOKING AHEAD

“I’m eager to continue developing my understanding of behavioural finance, so I can better guide clients through decision-making in times of uncertainty. I’m also exploring ways technology can enhance the client experience, making it more engaging, intuitive, and collaborative without losing the personal connection that’s so important.”