top of page

We are taking on  

The Yorkshire Three Peaks Challenge

- 24 miles, three peaks, 12 hours in aid of The Brain Tumour Charity – please click here

to read our story.

Retired lady in sitting under a shaded tree

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

​

Looking to build your wealth?

Investments

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.

Gardening Together

We're here to help you grow your wealth.

Call us today for a free, no obligation chat.

Other Services

Looking after your whole financial future.

Setting you on the right track for your future.

Annuity & Flexi
Access Drawdown  

Keeping it simple so you can make the right choice.

Helping you achieve the lifestyle you want 

Making sure your money is working hard for you.

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

bottom of page