November 2022 by GAVIN SMITH
Very good service from Kevin and family
November 2022 by Chris Shepherdson
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.
November 2022 by Erica Plant
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 if I need advice.I cannot recommend them highly enough.
November 2022 by Lee Norwood
I have been dealing with Kevin at Holistic Finance for several years. Exceptional Service, great reviews and reports and always keeps me fully up to date with my investments.
November 2021 by Chris Martin
We have been very happy with the professional friendly service provided by Kevin and his team. Our financial advice and investment plan are second to none and have provided us with a portfolio that has outperformed our previous investments. We would highly recommend using Holistic for your financial and investment requirements.
November 2020 by David Dunkerley
Very helpful, when I needed help with my pension,
November 2019 by marlen freebairn
Very friendly staff Easy to understand the information given within the financial reviewWould recommend to others.
November 2019 by Ralph Goodchild
Holistic finance provided us with an excellent service, giving an in depth look at our financial situation, with particular emphasis on planning for retirement.: and with updating our wills. Their advice and help has been excellent value for money and has really helped us through the headache of understanding what is available for us in terms of our pensions and investments. They are a friendly team and very welcoming. I would recommend unreservedly.Ralph and Debbie Goodchild
November 2017 by Lance Wardle
Kevin has been our financial advisor for over a decade. His advice and actions on our behalf have been invaluable. Our investments have increased in value way beyond those available through accounts held with high street banks/building societies. We are always reminded that there is a level of risk in making these investments, and our willingness to accept risk is carefully measured and factored into any financial decisions taken and any investments made.I have recommended Holistic Finance to close friends.....and I am happy to recommend their services more widely through this review.L.W. Scarborough
November 2017 by Paul Herring
Kevin has done a great job with my portfolio over the last year. He takes a personal interest in you and your finances, which has resulted in a yield of 17%. I have no hesitation in recommending Holistic Financial Services to anyone.
November 2017 by Martin Baldasera
Kevin gives a personal service and provides regular analysis of the effects world events are having on our investments. Very happy with the advice provided
November 2017 by Peter Broadbent
Ipeter broadbent have nothing but the highest regard for the first class and personal attitude to the management of my portfolio.MR HEPPLEWHITE has a very friendly ,personal and professoinal attitude to the management of my financial affiars
November 2017 by Elaine Carr
On the ball financial advice. Pleasant company. Approachable members of staff. Good advice given every time.
