Independent Advice
We can search for the best options for you from across the market as we aren't tied to specific providers.
Free Initial Appointment
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Come and have a free, no obligation, chat and see how we can help you.
FCA Authorised
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We’re authorised and regulated by the Financial Conduct Authority, the UK’s financial services regulator.
Our Services
Take the financial stress out of your life.
​We provide independent financial advice to help you make the financial decisions that matter to you.
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What sets Holistic Finance aside from the rest?
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Local trusted family business
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Your financial freedom is our focus
Our commitment to getting to know you
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We'll always be open and honest with you
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Our team is friendly and approachable
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We're here to advise and support you around your busy lifestyle
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Did you know?
43% of the population admitted to not knowing how much they needed to retire according to a survey by finder.com.
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?
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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.