Holistic Finance Ltd — Local services in Great Britain

I have used Holistic Finance Ltd for the past 5 years to manage my drawdown pension

When I was thinking of retirement, I checked the govt website and this led me to Holistic Finance. I spoke to Kevin who was brilliant and went through all my options and made everything, from moving my work pension, to advising on the right investment portfolio for me. Holistic have delivered good returns year on year, though 2022 has been tough for markets globally. My risk profile and options are reviewed annually and Kevin is always there to talk to if I need advice. I cannot recommend them highly enough. This is a solid , trusted firm with...

Kevin has been our financial advisor for over a decade. His advice and actions on our behalf have been invaluable. Our investments have increased in value way beyond those available through accounts held with high street banks/building societies. We are always reminded that there is a level of risk in making these investments, and our willingness to accept risk is carefully measured and factored into any financial decisions taken and any investments made. I have recommended Holistic Finance to close friends.....and I am happy to recommend their services more widely through this...

Holistic finance provided us with an excellent service, giving an in depth look at our financial situation, with particular emphasis on planning for retirement.: and with updating our wills. Their advice and help has been excellent value for money and has really helped us through the headache of understanding what is available for us in terms of our pensions and investments. They are a friendly team and very welcoming. I would recommend unreservedly. Ralph and...