HR software for financial services firms
Keep employee records, role changes, review evidence, leave and documents controlled as your regulated or professional team grows.
No sales call. No card. No trial clock.
- Controlled employee records
- Dated role changes
- Review evidence
- Narrow manager access
Is HollyHR a good fit for your financial services firm?
HollyHR fits UK financial advisers, accountancy practices, insurance businesses and fintech companies with roughly 5 to 100 employees that need controlled core HR. Free covers up to 10 active employees; Standard is a separate plan at £2 per active employee per month.
Financial services firms with roughly 5 to 100 employees can use HollyHR for controlled core HR while regulated processes remain elsewhere.
Free for up to 10 employees. Standard is £2 per active employee.
HollyHR Free costs £0 for up to 10 active employees. Standard costs £2 per active employee each month, including the first 10. Plus will cost £4 per active employee each month when it launches. Prices are before applicable tax.
The people record must stay clear beside regulated work.
Accountability changes need a dated employment record
Keep role, manager, department and agreed employment changes with the employee so the people record does not rely on an old organisation chart or private note.
Review evidence needs an owner and a next date
Record the documents and review requirements your firm chooses to keep, with an owner and expiry or review date, while the underlying regulatory judgement remains in its governed process.
Sensitive records need narrower access
Give managers the team information required for everyday work without treating every confidential employee document as part of the same view.
A controlled employee record beneath regulated work.
Role changes with a date and owner
Keep reporting lines, departments, working patterns and employment changes connected to the employee they affect.
- Import current people data
- Keep dated changes connected
Recorded evidence in the employee file
Store documents, acknowledgements and review requirements with the access and dates your process needs.
- Keep evidence with the person
- Set an expiry or review date
Everyday leave with narrower access
Give managers the team availability and actions their role permits without opening every confidential record.
- See patterns and balances together
- Keep request status clear
Core HR for employees, alongside regulated systems.
Use HollyHR for the employment record and keep regulatory decisions, client work and reporting in their governed systems.
Your employee record in HollyHR
- Employment details and dated role changes
- Documents, acknowledgements and review evidence
- Working patterns, holiday and sickness
- Role-aware access, import and export
Works alongside your regulated systems
- SM&CR responsibilities and certification
- Fitness and propriety assessments
- Regulatory references and FCA reporting
- Client systems, payroll and financial controls
HollyHR records employment information and chosen evidence. The regulated firm owns the assessment, decision and submission.
Core HR across different financial services teams.
Financial advice firms
Advisers, paraplanners and operations teams working across client services.
Accountancy practices
Client-facing, payroll, tax and support employees across service lines.
Insurance businesses
Broker, underwriting, claims and administrative teams with varied responsibilities.
Mortgage and credit firms
Advice, case-management and operations employees working through controlled processes.
Wealth and investment firms
Professional and support teams where role and review history matter.
Fintech and payments teams
Growing product, operations and regulated teams under one employer.
These are examples, not a statement about your regulatory status or permissions.
Useful for controlled employment changes.
Payroll hand-off checklist
Review the employee changes and evidence behind each pay run.
Open templateProbation review template
Record expectations, evidence, support and a clear review outcome.
Open templateMoving HR off spreadsheets
Plan a controlled move into one current people record.
Open guideStraight answers to common questions.
Does HollyHR manage SM&CR or certification?
No. Use the current FCA regime and your compliance process for responsibilities, certification, fitness and propriety decisions and reporting. HollyHR can hold employment details and recorded evidence, but it is not an SM&CR register or compliance engine.
Can we record fitness and propriety review evidence?
You can keep documents and dated requirements against the employee where that fits your retention and access rules. The regulated firm remains responsible for the assessment, evidence standard, decision and next review date.
Does HollyHR issue or validate regulatory references?
No. Regulatory references need the current FCA process and appropriate review. HollyHR can help you keep the underlying employment history organised, but it does not request, validate or submit a regulatory reference.
Can managers approve leave without seeing every employee document?
Yes. Role-aware access can give managers the team context and actions their role permits without granting blanket access to confidential employee files. Your administrators remain responsible for assigning the right role and reporting line.
How much does HollyHR cost for a financial services firm?
Free is £0 for up to 10 active employees, with no card requirement or trial clock. Standard is £2 per active employee per month before applicable tax. Plus is coming soon at £4 per active employee per month.
Start free with up to 10 active employees.
Bring your team over from a spreadsheet. There is no card, no sales call and no lock-in. For up to 10 active employees, everyday HR is free.