"Someone's sitting in the shade today because someone planted a tree a long time ago"  - Warren Buffett

Looking to build your wealth?

Investments

 

Interested in building an investment portfolio? We give independent financial advice and are here to answer all your questions.

Don't waste any more time wondering.

- Building your wealth -

The aim when you are 'building your wealth' is to amass enough monies to provide for future needs, whatever those needs may be. You may be thinking of 'building your wealth' with set financial goals in mind or simply to put aside for your long term financial security.

- Portfolio Construction -

We work with you to construct an investment portfolio. Through detailed discussions, we get to know you and understand what it is that you are ultimately looking to achieve. Therefore, such a portfolio would be built around you, your clear financial objectives and targets.

We build an investment portfolio that is both diversified and one that matches a level of risk that you are comfortable in taking.

- Portfolio Management -

Having built your investment portfolio we then advocate an investment strategy that incorporates fine tuning with interim adjustments, along with ensuring we have regular contact and reviews with you. 

That way we can both stay on the 'same page' of your investment plan; a plan that helps you achieve what you want to achieve.

We want to help you grow your wealth for your future. 

What people say about us...

Looking after your whole financial future.

Setting you on the right track for your future.

Helping you achieve the lifestyle you want 

Making sure your money is working hard for you.

Keeping it simple so you can make the right choice.

Looking after your families future.

Other Services

Holistic Finance Ltd 

Registered address: Gloucester House, 72 Church Road,

Stockton-on-Tees, TS18 1TW

    01642 265465

HOLISTIC Finance Ltd. 2019 All rights reserved

FCA Reference no: 716367 

Companies House Registration: 9136730