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, Appointment required, Free parking lot.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Holistic Finance Ltd

☎️1642265465

⏰ Open Hours of Holistic Finance Ltd

Monday: 9:15 AM–5 PM
Tuesday: 9:15 AM–5 PM
Wednesday: 9:15 AM–5 PM
Thursday: 9:15 AM–5 PM
Friday: 9:15 AM–4 PM
Saturday: Closed
Sunday: Closed

Holistic Finance Ltd is a financial planning and consulting firm located at Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW, United Kingdom. The company can be reached at 1642265465 or through their website holisticfinance.co.uk.

Holistic Finance Ltd specializes in financial planning, financial consulting, and investment services. They have a wheelchair-accessible car park, entrance, and toilet, making it convenient for people with disabilities. Additionally, they have toilets and a free parking lot. An appointment is required to visit the office.

The company has received excellent reviews on Google My Business, with an average rating of 4.9/5 based on 16 reviews. This is a testament to the high-quality service that Holistic Finance Ltd provides to its clients.

Holistic Finance Ltd's approach to finance is holistic, which means they consider all aspects of a client's financial situation before making recommendations. This approach ensures that clients receive tailored financial advice that meets their unique needs.

The company's office is located in a convenient location, with easy access to public transportation and nearby amenities. The office is located in a historic building, providing a unique and professional atmosphere for clients.

If you are looking for financial planning, consulting, or investment services, Holistic Finance Ltd is an excellent choice. Their holistic approach, convenient location, and high-quality service make them an ideal partner for all your financial needs.

👍 Reviews of Holistic Finance Ltd

James Chris Shepherdson

5/5

I have used Holistic Finance Ltd for the past 5 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.

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!!!

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