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.
Setting you on the right track for your future.
Helping you achieve the lifestyle you want
Growing your wealth.
Keeping it simple so you can make the right choice.
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...
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.