Holistic Finance Ltd - Stockton-on-Tees

Address: Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW, United Kingdom.
Phone: 1642265465.
Website: holisticfinance.co.uk.
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets, Free parking lot.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Holistic Finance Ltd

1642265465

Holistic Finance Ltd is a financial advisory company located in Stockton-on-Tees, United Kingdom. Their address is Gloucester House, 72 Church Rd, TS18 1TW. You can easily reach them by phone at 1642265465 or visit their website holisticfinance.co.uk for more information.

This company specializes in financial planning, financial consulting, and investment services. With their expertise, you can trust them to help you make informed decisions about your finances and investments.

Holistic Finance Ltd is committed to providing accessible services to all their clients. They offer a wheelchair-accessible car park, entrance, and toilet, making it easy for everyone to visit their office. Additionally, they provide free parking and toilets for your convenience.

According to Google My Business, Holistic Finance Ltd has an impressive average rating of 4.9/5 from 16 reviews. This demonstrates their commitment to providing excellent customer service and high-quality financial advice.

If you are looking for a reliable financial advisory company, Holistic Finance Ltd is an excellent choice. Their expertise, accessible services, and positive reviews make them a top pick for financial planning, consulting, and investment services.

Don't hesitate to contact Holistic Finance Ltd through their website at holisticfinance.co.uk to learn more about how they can help you achieve your financial goals.

Reviews of Holistic Finance Ltd

Sally Davis

5/5

My husband has been with Kevin and his team for over 16yrs....so friendly, helpful and approachable...even for some that don't fully understand everything!!!

James Chris Shepherdson

5/5

I have used Holistic Finance Ltd for the past 3 years to manage my drawdown pension

When 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.

Erica Plant

5/5

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.

Lance Wardle

5/5

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

Chris Martin

5/5

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.

Lee Norwood

5/5

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.

Paul Herring

5/5

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.

Ralph Goodchild

5/5

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