Holistic Finance
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
House 72 Church Rd 72, Stockton On Tees,...Phone Number
+44 1642265465Website
www.holisticfinance.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Holistic Finance
Holistic Finance Ltd is an independent financial advisory firm based in Stockton, specializing in retirement planning, pension advice, and investments. They serve clients across the North East, including Middlesbrough, Darlington, Durham, Sunderland, and Newcastle. The company focuses on providing expert financial advice to help clients make informed decisions about their financial futures, including generational wealth planning and estate management. As a family-run business, they emphasize trust and personalized service, offering free initial consultations to potential clients.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Holistic Finance
<$5M
1-10
Private
-
2014
N/A
Company Profile Activity
Activity Insights
Holistic Finance is experiencing very low activity levels compared to other companies in the Finance sector.
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Holistic Finance is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holistic Finance.
Holistic Finance Tech Stack
A closer look at the technologies used by Holistic Finance
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Holistic Finance Ltd is an independent financial advisory firm based in Stockton, specializing in retirement planning, pension advice, and investments. They serve clients across the North East, including Middlesbrough, Darlington, Durham, Sunderland, and Newcastle. The company focuses on providing expert financial advice to help clients make inform... Read More
