{{ group }}
- {{ item.name }}
- {{ item.properties.formatted }}
“I have used Holistic Finance Ltd for the past 3 years to manage my drawdown pensionWhen I was thinking of retirement, I checked the govt website and this led me to Holistic Finance. I spoke to Kevin who was brilliant and went through all my options and made everything, from moving my work pension, to advising on the right investment portfolio for me.Holistic have delivered good returns year on year, though 2022 has been tough for markets globally.My risk profile and options are reviewed annually and Kevin is always there to talk to if I need advice.I cannot recommend them highly enough. This is a solid , trusted firm with great people.”
“Very knowledgeable, professional and friendly. I can't find fault with the plan put in place for my retirement and I feel like I am in safe hands moving forward.”
8:45AM - 4:45PM
17
Financial Planners
“Have just got the valuation of my investments from Vesta Wealth. I was expecting the worst after the market volatility in recent months but was surprised and delighted to see that my investments have stood up remarkably well.Would have no hesitation in recommending Vesta Wealth”
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Excellent and very attentive service from Active Financial and particularly Mr Sid Rana, who has guided and supported us through the whole process of BTL mortgage. Brilliant communications and always very responsive to our queries. He has even taken our calls and emails whilst on holidays, in order to expedite the process! Helped us all the way through and managed to get tus the best rates on the market, particulate at the current turbulent times!I would highly recommend their services!”