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HOLISTIC

'Your whole financial future'​​​

We are a local, family run, independent financial advisory firm covering the whole of Teesside.

Within our office we have Mortgage and Protection brokers, Financial Advisers and Will & Estate Planners to take you right the way through your financial life. 

We aim to be your main point of contact for all the big financial stages in your life, meaning you can keep returning to a trusted firm. 

See our service areas below to take you to the relevant home page. We look forward to speaking with you soon. 

Senior couple enjoying a yoga Class
Holistic Finance Ltd Logo

We provide services in;

 

  • Retirement Planning

  • Pension Advice

  • Investments

  • Tax Wrapper Planning

Picturesque street in London with a pink and blue for sale sign in the forefront
Holistic Mortgage and Protection Ltd Logo

We provide services in;

 

  • Residential Mortgages

  • Buy to Let Mortgages

  • Life Insurance/Mortgage Protection

  • Income Protection

Mother bending down embracing her baby and young child in her arms
Holistic Law Ltd Logo

We provide services in;

 

  • Wills

  • Trusts

  • Lasting Powers of Attorney

  • Probate 

You will find us here..

Suite 16 & 17

Gloucester House

72 Church Road

Stockton-on-tees

TS18 1TW

Have a question about one of our services? See our FAQ page.

Holistic Finance Ltd / Holistic Mortgage & Protection Ltd / Holistic Law Ltd 

Registered address: Suite 16 & 17, Gloucester House, 72 Church Road,

Stockton-on-Tees, TS18 1TW

 

advice@holisticfinance.co.uk

HOLISTIC Finance Ltd. 2025 All rights reserved

FCA Reference no: 716367 

Companies House Registration: 9136730

 

HOLISTIC Wealth is a trading style of Holistic Finance 

 

HOLISTIC Mortgage & Protection Ltd is an Appointed representative of HOLISTIC Finance Ltd

2025 All rights reserved

FCA Reference no: 844702

Companies House Registration: 12061408

 

HOLISTIC Law ltd. 2025 All rights reserved

Companies House Registration: 9730129

 

Holistic Law. On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shire oaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8APAPS Legal & Associates is a member of the Institute of Professional Will writers. APS Legal & Associates complies with Trading Standards Institute Approved IPW Code of Practice.

 

HOLISTIC Wills & Estate Planning is a trading style of HOLISTIC Law ltd

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