Holistic Finance Ltd Company Profile, Contacts & Intelligence

Financial ServicesStockton-on-tees, United Kingdom2 employeesFounded 2014
1 contact with email or phone data1 with email data
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Employees
2
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 2 visible contacts

Holistic Finance Ltd Overview

Holistic Finance Ltd are a local independent financial advisory firm based in Stockton-on-Tees. We advise local people and businesses throughout the Teesside region, including Middlesbrough and Darlington. 'Independent' means that we take a 'Whole of Market' approach when considering the most suitable financial planning advice for you. We offer financial advice on the following key areas: Building your Wealth...including Investment Portfolio Construction and Investment Portfolio Management, Wealth Preservation, Wealth Management, Capital Growth, Stocks and Shares ISA's, General Investment Accounts and Investment Bonds Personal Pension Review...including Pension Planning, understanding your existing Pension Plan/s, Critical Financial Analysis, suitable Pension Strategies and Options, potential Pension Consolidation Retirement Planning...Retirement choices including Investing for Retirement, Pension Flexi-Access Drawdown, Pension Annuity and Annuities, Retirement Planning Strategies and Retirement Income advice, Preservation of Wealth, Retirement Longevity Planning Organising your Estate...including Estate Planning and Inheritance Tax Planning We can help you. We offer a free initial, no obligation consultation to discuss your finances. Call 01642 265465.

Headquarters
Stockton-on-tees, United Kingdom
Website
www.holisticfinance.co.uk
Industry
Financial Services
Founded
2014
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Savings and Investment Advice Pension Advice Retirement Planning Estate Planning Investment Portfolio Management Wealth Management Flexi-Access Drawdown Annuities Investment Bonds

Holistic Finance Ltd Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.

Holistic Finance Ltd People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

G
Gemma Day
Aipw at Holistic Law
K
Kevin Hepplewhite Dippfs
Business Owner/ifa : Holistic Finance
E

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