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Holly Hart

Investor

Assistant Wealth Planner at Lincoln Private Investment Office

Greater London, England, United Kingdom

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About

Assistant Wealth Planner who joined in July 2025, previously spending seven years at Tavistock Private Client, working towards a Diploma in Financial Planning.

Experience

  1. Lincoln Private Investment OfficeAssistant Wealth Plannercurrent2025 — present
  2. Tavistock Private ClientAssociate Paraplanner2023 — 2025
  3. Tavistock Private ClientAssistant to Financial Planner2018 — 2023London, United Kingdom
  4. Foster DenovoClient Experience Executive2017 — 2018London, United Kingdom
  5. Brewin DolphinFinancial Planning Academy2017London, United Kingdom

Skills & more

Customer ServiceResearchProject ManagementSalesDiary ManagementInvoicingMicrosoft OfficeMicrosoft ExcelMicrosoft WordMicrosoft PowerPointManagementLeadership
+3 morePublic SpeakingStrategic PlanningAssitant

From 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 who joined in July 2025, previously spending seven years at Tavistock Private Client, working towards a Diploma in Financial Planning.
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

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