HOLISTIC FINANCE LTD.
72 Church Road, Stockton on Tees TS18 1TW Directions
Since 2014
Holistic Finance is a local independent financial advisory firm. Provides independent financial advice to help you make the financial decisions that matter to you. Their team can deliver a first-class friendly and professional service. They advise local people and businesses throughout the Teesside region, including Middlesbrough and Darlington. Free, no-obligation consultation.
Pension Reviews, Annuity, Investment Portfolio Construction and Management, Wealth Management, Stocks and Share's ISA's, General Investment Accounts, Flexi Access Drawdown Tax Wrapper, Inheritance Tax & Retirement Planning
Registration 9136730
TBR® Inspection Report
BROADGATE FINANCIAL MANAGEMENT LLP
1st Floor Broadgate House, 23 The Green, Billingham, Stockton on Tees TS23 1ES Directions
Broadgate Financial Management is a family run firm of Independent Financial Advisers specialising in all areas of financial planning. Alan is the founder of Broadgate Financial Management and has industry experience spanning 35 years. The team provides you with the best possible professional financial advice. Broadgate offers advice to private and corporate clients.
Pensions, Estate and Retirement Planning, Life Insurance/Income Protection, Investments/Regular Savings, Mortgage Advice, Corporate Financial Advice, General Insurance Health & Long Term Care
TBR® Inspection Report
JOSLIN RHODES
The Planning Rooms, Wellington Court, Preston Farm, Stockton on Tees TS18 3TA Directions
Since 1980
Joslin Rhodes is a lifestyle financial planning company that specialises in providing pension advice and retirement planning. They will work with you to plan the retirement you want by answering the questions. Neil Parker is the CEO of the Joslin Rhodes financial planning company. The team has qualified independent financial advisers. They work with clients to identify what you want to achieve and then empower you with the knowledge, support and advice to make it a reality. The firm helps you use your assets to provide you with the things you want in life by combining life coaching with financial advice to get you the best future your assets can give. Joslin Rhodes offers a free consultation.
Pension Advice and Drawdown, Final Salary Pension Transfer, School Fee, Retirement, Estate, Investment and Savings Planning, Ethical and Offshore Investments, Investing for Income, Investment Trusts, Individual Savings Accounts & Unit Trusts
Registration 06446109