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Welcome to the Holistic Finance website.


Welcome to our website. If you continue to browse and use this website, you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern Holistic Finance's relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.

The term 'Holistic Finance' or 'us' or 'we' refers to the owner of the website whose registered office is Gloucester House, 72 Church Road, Stockton-on-Tees, TS18 1TW.

Holistic Finance is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales, company no. 9136730.

The term 'you' refers to the user or viewer of our website.

Terms & Conditions

For information on our Privacy and Equality policies please click and read the separate links on the bottom of the Holistic Finance Limited website.

The information contained in this website is for general information purposes only. The information is provided by Holistic Finance Limited and while we endeavour to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability or availability with respect to the website for any purpose. Any reliance you place on such information is therefore strictly at your own risk.

Holistic Finance Limited make no warranty that defects will be corrected or that the website or the server that makes them available are free of viruses or anything else which may be harmful or destructive.

In no event will Holistic Finance Limited be liable for any loss or damage including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.

The content of the website is copyright of the Company, and may not be copied, reproduced, published, distributed or amended for any other purpose without our prior written consent.

Through this website you are able to link to other websites which are not under the control of Holistic Finance Limited. We have no control over the nature, content and availability of those sites. The inclusion of any links does not necessarily imply a recommendation or endorse the views expressed within them.

Every effort is made to keep the website up and running smoothly. However, Holistic Finance Limited takes no responsibility for, and will not be liable for, the website being temporarily unavailable due to technical issues beyond our control.

Any advice provided on this website is general advice only and does not take into account your objectives, financial situation or needs. Before making any financial or investment decisions we recommend you consult a Financial Adviser to take into account your financial situation and individual needs.

Please note;

♦ The price of shares and investments and the income derived by them can go down as well as up and investors may not get back what they invest

♦ Past performance is not necessarily a guide to future performance

♦ Not all products mentioned/included are suitable for everybody and bespoke advice should be taken prior to investing


If you wish to register a complaint, please write to us at;

Holistic Finance Limited

Gloucester House

72 Church Road


TS18 1TW

Or Email us at:

A summary of our internal complaints handling procedure for the reasonable and prompt handling of complaints is available on request. If we cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at


Please ensure you have read and agree to our privacy policy

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