Holistic Finance Ltd

Gloucester House, 72, Church Rd, Stockton-On-Tees, TS18 1TW Directions

Tel 01642 265465
   Closed today Open Monday 09:00 - 17:00

Business overview

The Holistic Finance team provide practical financial advice to local people, families and businesses in Teesside and the surrounding area.

Holistic Finance Ltd are a local independent financial advisory firm based in Stockton-on-Tees. We advise local people and business throughout the Teesside region, including Middlesbrough and Darlington.

'Independent' means that we take a 'Whole of Market' approach when considering the most suitable financial planning advice for you. We offer financial advice on the following key areas:

Building your Wealth...including Investment Portfolio Construction and Investment Portfolio Management, Wealth Preservation, Wealth Management, Capital Growth, Stocks and Shares ISA's, General Investment Accounts and Investment Bonds

Personal Pension Review...including Pension Planning, understanding your existing Pension Plan/s, Critical Financial Analysis, suitable Pension Strategies and Options, potential Pension Consolidation

Retirement Planning...Retirement choices including Investing for Retirement, Pension Flexi-Access Drawdown, Pension Annuity and Annuities, Retirement Planning Strategies and Retirement Income advice, Preservation of Wealth, Retirement Longevity Planning

Organising your Estate...including Estate Planning and Inheritance Tax Planning

We can help you. We offer a free initial, no obligation consultation to discuss your finances. Call 01642 265465.

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Image of Holistic Finance Ltd

Products & Services

financial services

independent financial advisers

investments

financial planning

pensions

flexi-access drawdown

pensions advice

annuity advice

drawdown advice

investment advice

estate planning

wealth management

retirement planning

savings & investment advice

personal pension advice

investment portfolio management

pension review

investment bonds

Reviews

Excellent Service from very friendly, knowledgeable staff

4
Very friendly, knowledgeable staff and great advice given. Also receive regular updates on products and services offered and a yearly review of our personal situation. I have used this company with confidence for a few years now and will continue to use them in the future.
28 Jan 2021
Thank you Elaine, your positive review is much appreciated. The Holistic Team
28 Jan 2021
Thank you Elaine, your positive review is much appreciated. The Holistic Team
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professional service

5
always very professional friendly service and wouldnt hesitate to recommend them
27 Jan 2021
Thanks Deborah, we really appreciate the positive review. The Holistic Team
27 Jan 2021
Thanks Deborah, we really appreciate the positive review. The Holistic Team
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Chris

5
I approached Kevin when I retired 5 years ago, to advise me on the best way to invest my redundancy and pension payments. He was extremely helpful explaining the various options that were available. I took his advice and have since seen my investment grow. He regularly updates me and I feel totally confident in his financial abilities. I would recommend Kevin and Holistic Finance to anyone that needs guidance in the Financial Market.
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Highly Recommended!

5
I've been with Kevin for around 5 years, he's done a great job investing all my small pensions into one pension fund. He's very professional, keeps me up to date with how my pension fund is performing, reviews my financial status annually, explains options available and offers knowledgeable advice . His friendly approach is very reassuring & I'm very happy to highly recommend Kevin for any financial planning services.
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