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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.

Discover a bit more about us...

Warm Welcome from Holistic Finance

WHO WE ARE

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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.

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LOCATION

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.

Gloucester House front door
meeting table.jpg

Our meeting area

The Financial Adviser - Kevin Hepplewhite

Holistic Finance are different. You won`t find any company like us.

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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

HOLISTIC 

Your whole financial future.

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

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