HOLISTIC FINANCE LTD.
72 Church Road, Stockton on Tees TS18 1TW
Since 2014
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
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.
Registration 9136730
TBR® Inspection Report
BROADGATE FINANCIAL MANAGEMENT LLP
1st Floor Broadgate House, 23 The Green, Billingham, Stockton on Tees TS23 1ES
Pensions, Estate and Retirement Planning, Life Insurance/Income Protection, Investments/Regular Savings, Mortgage Advice, Corporate Financial Advice, General Insurance Health & Long Term Care
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.
TBR® Inspection Report
JOSLIN RHODES LIFESTYLE FINANCIAL PLANNING
The Planning Rooms, Wellington Court, Preston Farm, Stockton on Tees TS18 3TA
Since 2007
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
Joslin Rhodes Lifestyle Financial Planning, they will work with you to plan the retirement you want by answering the questions. The team are qualified independent financial advisers. They will work with you to identify what you want to achieve and then empower you with the knowledge, advice and support to make it a reality. Also Serves in Newcastle. They offer a free consultation.
Registration 06446109