top of page
Hiking

Do you need pension or retirement planning advice?

We offer independent financial advice.

Call us for a free initial chat.

We are a local family run financial advisory firm based in Stockton. 

We have clients all over the North East including Stockton, Middlesbrough, Darlington, Durham, Sunderland and Newcastle. 

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 

​

Come and have a free, no obligation, chat and see how we can help you. 

FCA Authorised

​

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. 

Pension Advice

Setting you on the right track for your future.

Granparents and grandchildren out walking

Retirement Planning

Helping you achieve the lifestyle you want 

Retirement planning meeting

Investments

Growing your wealth.

Plant growing

 Annuity & 
Drawdown

Keeping it simple so you can make the right choice.

Retired couple hiking
Couple discussing tax planning

Tax Wrapper Planning 

Making sure your money is working hard for you.

Doorway to home

IHT Planning

Looking after your families future.

Frog reading book

What sets Holistic Finance aside from the rest?

​

          Local trusted family business

​

          Your financial freedom is our focus

       

          Our commitment to getting to know you

​

          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

​

Did you know?

43% of the population admitted to not knowing how much they needed to retire according to a survey by finder.com.

Mother and Baby on Floor
Holistic Law Ltd Logo

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.

​

bottom of page