Independent Financial Advice          

We believe in an honest, simple, no-nonsense approach to financial advice.

 We wholeheartedly believe this is what sets us aside from the rest. Take a look at our services and discover what makes us different.

Take the financial stress out of your life.

We provide independent financial advice to help you make the financial decisions that matter to you. 

Pension Review

Setting you on the right track for your future.

Retirement Planning

Helping you achieve the lifestyle you want 


Growing your wealth.

 Annuity & 


Keeping it simple so you can make the right choice.

Tax Wrapper Planning 

Making sure your money is working hard for you.

IHT Planning

Looking after your families future.


Our Services

What sets Holistic Finance aside from the rest?

Our commitment to getting to know you


Your financial freedom is our focus


  We look at all the options out there to see what's right for you

  We know trust is important, we're built on it


We'll always be open and honest with you

Our team is friendly and approachable

        We're here to advise and support you around your busy lifestyle

Here`s our most recent Blogs. We try to keep them lighthearted but relevant. See what you think... 

"On the ball financial advice. Pleasant company. Approachable members of staff. Good advice given every time."

E Carr

What people say about us...

Ensure your legacy goes to the ones you love.

Around 60% of adults in the UK haven't made a will.. are you one of them?

Make sure your wishes are carried out the way you want.


Save your family unnecessary distress at a difficult time.


Our sister company Holistic Law can help you.

Make your appointment today.


Contact Us

Holistic Finance Ltd 

Registered address: Gloucester House, 72 Church Road,

Stockton-on-Tees, TS18 1TW

    01642 265465

HOLISTIC Finance Ltd. 2020 All rights reserved

FCA Reference no: 716367 

Companies House Registration: 9136730 

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