Discover a bit more about us...

A WARM WELCOME from Holistic Finance


We are a local, professional and 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.

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. 



Kevin Hepplewhite

Managing Director


Your whole financial future.

Contact Us

Holistic Finance Ltd 

Registered address: Gloucester House, 72 Church Road,

Stockton-on-Tees, TS18 1TW

    01642 265465

HOLISTIC Finance Ltd. 2021 All rights reserved

FCA Reference no: 716367 

Companies House Registration: 9136730 

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