HOLISTIC FINANCE LTD.
72 Church Road, Gloucester House, Stockton on Tees TS18 1TW
Since 2014
Savings Planning and Investment Management, Retirement Planning, Pensions Planning, Wealth Management, Estate Planning, Investment Portfolio Management, Flexi-Access Drawdown, Annuities, Critical Financial Analysis, Potential Pension Consolidation, Inheritance Tax Planning and Retirement Income Advice & Preservation of Wealth
Provides practical financial planning advice to local people, families and companies in and around Teesside ● They operate Monday to Friday and they can usually facilitate face to face meetings ● They provide an appropriate and honest assessment of your financial situation and whether you seek advice on building your wealth, a personal retirement assessment
Registration 9136730
TBR® Inspection Report
VINTAGE CHARTERED FINANCIAL PLANNERS
1 Lockheed Court, Preston Farm, Stockton on Tees TS18 3SH
Since 1988
Retirement Planning, Investment Management, Mortgage Protection, Pensions Planning, Financial Planning, Inheritance Tax Planning, Tax Planning, Employee Benefits, Key Man & Insurance Planning
Financial expert guidance to help build and protect your wealth ● They help both individuals and businesses make the most of their assets ● Offers old-fashioned values alongside the latest innovative tools for building, managing and protecting your wealth
TBR® Inspection Report
JOSLIN RHODES LIFESTYLE FINANCIAL PLANNING
The Planning Rooms, Preston Farm, Stockton on Tees TS18 3T
Since 2007
Pension Transfer Specialists, Retirement Planning, Investment Management, Independent Financial Advisers, Final Salary/Defined Benefit Pensions, Lifestyle Financial Planning, Pension Advice, Ethical Investments, Offshore Investments, Unit Trusts, Individual Savings Accounts, Investment Trusts, Savings for Children & School Fees Planning
Free consultation ● Manging over £120m of their client's funds ● They are retirement planning specialists and they love working with local people ● Pension freedoms are becoming more mainstream and they can help you discover your options ● Most appropriate investment solution from the whole of the market
Registration 06446109