Holistic Finance Ltd

I have used Holistic Finance Ltd for the last 2 years. After speaking to other providers I spoke to Kevin who was open an honest about everything involved in the transfer up front and made everything easy for me, even though this was during lockdown. My options are reviewed annually and Kevin is always there to talk to if I need advice. I cannot recommend them highly enough.
Aug 15th, 2022

I have been dealing with Kevin at Holistic Finance for several years. Exceptional Service, great reviews and reports and always keeps me fully up to date with my investments.
Aug 6th, 2022

I have used Holistic Finance Ltd for the past 3 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 great people.
Jul 23rd, 2022

Very good service from Kevin and family
Jul 10th, 2022

We have been very happy with the professional friendly service provided by Kevin and his team. Our financial advice and investment plan are second to none and have provided us with a portfolio that has outperformed our previous investments. We would highly recommend using Holistic for your financial and investment requirements.
May 2nd, 2021