Holistic Finance Ltd

About Holistic Finance Ltd

The Holistic Finance team provide practical financial advice to local people, families and businesses in Teesside and the surrounding area.

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 areas.
Building your Wealth. Including Investment Portfolio Construction and 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 and potential Pension Consolidation.

Retirement Planning. Retirement choices including Investing for Retirement, Pension Flexi-Access Drawdown, Pension Annuities, Retirement Planning Strategies and Advice, Preservation of Wealth and Retirement Longevity Planning.

Organising your Estate. Including Estate Planning and Inheritance Tax Planning.

We can help you. We offer a free initial, no obligation consultation to discuss your finances. Call 01642 265465 to speak to us today.