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, Toilet, 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: Your Guide to Comprehensive Financial Solutions

Located in the heart of Stockton-on-Tees, Holistic Finance Ltd operates from Gloucester House, 72 Church Rd, TS18 1TW. This esteemed financial institution is easily accessible, being wheelchair-friendly with wheelchair-accessible car park, entrance, and toilet facilities. Their contact details are conveniently available: Phone: 1642265465, and they proudly host their online presence at holisticfinance.co.uk.

Specialties: Holistic Finance Ltd stands out with its comprehensive services including Financial planning, Financial consulting, and Investment services. These specialties ensure that clients receive tailored advice and solutions that cater to their unique financial needs.

Important Information:
- Appointment Required: To ensure personalized service, an appointment is necessary.
- Free Parking Lot: Convenience is key, with a free parking lot available for clients.
- Accessibility: The office is fully wheelchair-accessible, making it inclusive for everyone.

Opinions and Reviews: Holistic Finance Ltd boasts an impressive average opinion of 4.9 out of 5 stars based on 16 reviews on Google My Business. This high rating reflects their commitment to quality service and client satisfaction.

Rating	Number of Reviews	Average Rating
4.9/5	16	4.9/5

For anyone seeking financial advice, planning, or investment services, Holistic Finance Ltd is an optimal choice. Their approach is holistic, considering all aspects of a client's financial situation to provide a complete solution. This makes them particularly suitable for individuals and families looking to secure their financial future.

If you're in the area of Stockton-on-Tees or simply browsing for reliable financial guidance, we strongly recommend contacting Holistic Finance Ltd. You can easily schedule an appointment or learn more about their services through their website at holisticfinance.co.uk. The convenience of their wheelchair-accessible facilities, coupled with their exceptional service as evidenced by their top ratings, makes them a standout choice in the UK's financial advisory sector.

By reaching out to Holistic Finance Ltd, you're not only taking a step towards financial clarity and security but also benefiting from their expertise and commitment to customer satisfaction. Don’t miss this opportunity to elevate your financial planning and investment strategies with Holistic Finance Ltd.

👍 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