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Based in Stockton-on-Tees
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I work for 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. '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
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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