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 entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, 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

Holistic Finance Ltd Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW, United Kingdom

☎️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

Holistic Finance Ltd is a reputable financial services company located at Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW, United Kingdom. With a strong focus on personalized financial planning and investment services, they have earned a solid reputation among their clients.

Specialties: Financial planner, Financial consultant, Investment service.

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Free parking lot.

Opinions: This company has 16 reviews on Google My Business. Average opinion: 4.9/5.

Holistic Finance Ltd offers a wide range of financial services, including financial planning, consulting, and investment advice. Their team of experienced professionals works closely with clients to develop tailored solutions that meet their unique financial needs and goals. With a customer-centric approach, Holistic Finance Ltd strives to provide exceptional service and support to help their clients achieve financial success.

The company's location at Gloucester House, 72 Church Rd, Stockton-on-Tees TS18 1TW, United Kingdom, makes it easily accessible for clients in the area. They offer wheelchair accessible entrance, parking lot, and restroom facilities to accommodate clients with disabilities. Appointment is required prior to visiting the office, and there is a free parking lot available for clients' convenience.

With a strong track record and a commitment to excellence, Holistic Finance Ltd is well-positioned to assist individuals and businesses in achieving their financial objectives. Their 4.9/5 average opinion rating on Google My Business reflects their dedication to providing high-quality, personalized financial services.

👍 Reviews of Holistic Finance Ltd

James C. S.

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 P.

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 W.

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 M.

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 N.

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 H.

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.

Sally D.

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!!!

Ralph G.

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