Holly Hart
InvestorAssistant Wealth Planner at Lincoln Private Investment Office
Greater London, England, United Kingdom
Find your path to Holly
63 people in our graph share verified history with Holly — schools, employers, funds. One of them is your warm intro.
Sofija BogevaunlockedHolly: together at Goldsmiths, University of London (2014–2015)
×2Holly: together at Foster Denovo
×6Holly: together at Goldsmiths, University of London
×3Holly: together at Brewin Dolphin
About
Assistant Wealth Planner supporting advisers and clients; joined in July 2025 after seven years at Tavistock Private Client.
Experience
- Lincoln Private Investment OfficeAssistant Wealth Plannercurrent2025 — present
- Tavistock Private ClientAssociate Paraplanner2023 — 2025
- Tavistock Private ClientAssistant to Financial Planner2018 — 2023London, United Kingdom
- Foster DenovoClient Experience Executive2017 — 2018London, United Kingdom
- Brewin DolphinFinancial Planning Academy2017London, United Kingdom
Skills & more
Customer ServiceResearchProject ManagementSalesDiary ManagementInvoicingMicrosoft OfficeMicrosoft ExcelMicrosoft WordMicrosoft PowerPointManagementLeadership
+3 more
Public SpeakingStrategic PlanningAssitantFrom Holly's professional profile.
Colleagues at Lincoln Private Investment Office
Alex Richman
Client Analyst at Lincoln Private Investment Office
Ausaf Abbas
Investor at Lincoln Private Investment Office
Becky Robbins
Chief Operating Officer at Lincoln Private Investment Office
Ben Stern
Partner at Lincoln Private Investment Office
Chris Rowell
Head of Client Relationships at Lincoln Private Investment Office
Daniel Cunningham
Assistant Adviser at Lincoln Private Investment Office
Dipankar Shewaram
Investor at Lincoln Private Investment Office
Duncan McIntyre
Investor at Lincoln Private Investment Office
Frequently asked questions
- Who is Holly Hart?
- Assistant Wealth Planner supporting advisers and clients; joined in July 2025 after seven years at Tavistock Private Client.
- Where does Holly Hart work?
- Holly Hart is Assistant Wealth Planner at Lincoln Private Investment Office.
- Where did Holly Hart go to school?
- Holly Hart studied at Goldsmiths, University of London (Politics, Economics and Public Policy, Political Science and Government).
Same school
Also attended Goldsmiths, University of London32
Zimri RodriguezVenture Programs Coordinator at Keyhorse CapitalBrittany CrockettContent Strategy & Communications at Slauson & Co.Jim KeyesSenior Advisor at C5 CapitalMaximilian ConradInvestment Associate at DvH VenturesDanila De StefanoInvestor at Enzo VenturesSofija BogevaGrowth Track Manager at Rockstart
+ 26 more
