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We completed  

The Yorkshire Three Peaks Challenge

- 24 miles, three peaks, in aid of The Brain Tumour Charity – please click here

to read our update.

Life Insurance

Leave enough for your loved ones  

Hopefully we all live a long and fruitful life.

 

In the event that we don't, you can ensure that you leave enough money to cover all outstanding debts and a bit extra to help your loved ones left behind.   

How much is enough though? 

 

We can help you work this out. We can then obtain a whole of market quotation and set up a policy for you with the minimum of fuss.        

Our initial appointment is free of charge with no obligation.

HOLISTIC

Your whole financial future. 

What happens to your family when you're gone?

Only 50%

of households with mortgages have life insurance.

Other Services

Looking after your whole financial future.

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         Pension Advice

         Retirement Planning

​         Investments

​         Generational Planning

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         Residential mortgages

​         Buy-to-let mortgages

​​         Mortgage Protection

         Life Insurance

         Income Protection

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         Wills

​         Trusts

​​         Lasting Powers of Attorney

         Probate

Did you know?

Less than a third of people in the UK (30%) have life insurance, which equates to 8.1 million households.

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. 2026 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

2026 All rights reserved

FCA Reference no: 844702

Companies House Registration: 12061408

 

HOLISTIC Law ltd. 2026 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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