Holistic Finance Ltd

Name: Holistic Finance Ltd
Address: Gloucester House, 72 Church Rd, Stockton-on-Tees, Durham, TS18 1TW, UK
Telephone: 01642 265465
Rating: 4.8

Financial Planners

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

01642 265465 Directions

Ratings

Opening Times

Monday

09:15 - 17:00

Tuesday

09:15 - 17:00

Wednesday

09:15 - 17:00

Thursday

09:15 - 17:00

Friday

09:15 - 16:00

Saturday

Closed

Sunday

Closed

Most Recent Comments

November 2022

Very good service from Kevin and family
November 2022

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... read full comment
November 2022

I have used Holistic Finance Ltd for the last 2 years. After speaking to other providers I spoke to Kevin who was open an honest about everything involved in the transfer up front and made everything easy for me, even though this was during lockdown.My options are reviewed annually and Kevin is always there to talk to... read full comment

More Comments(13)

From Holistic Finance Ltd

Holistic Finance Ltd are a local independent financial advisory firm based in Stockton-on-Tees. We advise local people and businesses throughout the Teesside region, including Middlesbrough and Darlington. We offer advice on the following key areas: Building your wealth..including Investment Portfolio Construction and Management, Wealth Management, Stocks and Share's ISA's and General Investment Accounts Personal Pension Review..including Pension Planning and understanding your existing Pension Plan/s Retirement Planning.. Retirement choices including Flexi-Access Drawdown and Annuities Organise your Estate.. including Estate Planning and Inheritance Tax Planning Call us for a free, no obligation consultation.

Holistic Finance Ltd

Financial Planners in Stockton-on-Tees Gloucester House, 72 Church Rd, Stockton-on-Tees 01642 265465