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