Discover a bit more about us...
A Warm Welcome from Holistic Finance
WHO WE ARE
We are a local, family run, professional, independent financial advisory firm. We offer an array of services to the Teesside and surrounding region. These services include pension reviews, retirement planning, investments, tax wrapper and inheritance tax planning advice.
We are based in a beautiful Grade II listed building in the heart of Stockton-On-Tees. The locality of Gloucester House is on Church Road between the Globe Theatre (currently being refurbished ) and the new Hilton Hotel.
You can visit us here or we can visit you in the comfort of your own home.
Our meeting area
Holistic Finance are different. You won`t find any company like us.
My aim was always to create a group of companies where we can deliver a first class friendly and professional service. But more so; one that genuinely cares about you when you walk in through our door.
Our working environment reflects this ethos where we all respect and understand each other, where we work in a happy and cohesive team.
But above all, we`re all focused on you! And helping you with your financial future.