top of page

We are taking on  

The Yorkshire Three Peaks Challenge

- 24 miles, three peaks, 12 hours in aid of The Brain Tumour Charity – please click here

to read our story.

Life Insurance

Leave enough for your loved ones  

Hopefully we all live a long and fruitful life.

 

In the event that we don't, you can ensure that you leave enough money to cover all outstanding debts and a bit extra to help your loved ones left behind.   

​

How much is enough though? 

 

We can help you work this out. We can then obtain a whole of market quotation and set up a policy for you with the minimum of fuss.        

​

Our initial appointment is free of charge with no obligation.

HOLISTIC

Your whole financial future. 

What happens to your family when you're gone?

Only 50%

of households with mortgages have life insurance.

Other Services

Looking after your whole financial future.

Urban Home with Plants
Finance - NEW.jpg

         Pension Advice

​         Investments

​​         Generational Planning

Mortgage and Protection - black.jpg

         Residential mortgages

​         Buy-to-let mortgages

​​         Mortgage Protection

         Life Insurance

         Income Protection

Law.jpg

         Wills

​         Trusts

​​         Lasting Powers of Attorney

         Probate

Did you know?

Less than a third of people in the UK (30%) have life insurance, which equates to 8.1 million households.

Have a question about one of our services? See our FAQ page.

Holistic Finance Ltd / Holistic Mortgage & Protection Ltd / Holistic Law Ltd 

Registered address: Suite 16 & 17, Gloucester House, 72 Church Road,

Stockton-on-Tees, TS18 1TW

 

advice@holisticfinance.co.uk

HOLISTIC Finance Ltd. 2025 All rights reserved

FCA Reference no: 716367 

Companies House Registration: 9136730

 

HOLISTIC Wealth is a trading style of Holistic Finance 

 

HOLISTIC Mortgage & Protection Ltd is an Appointed representative of HOLISTIC Finance Ltd

2025 All rights reserved

FCA Reference no: 844702

Companies House Registration: 12061408

 

HOLISTIC Law ltd. 2025 All rights reserved

Companies House Registration: 9730129

 

Holistic Law. On behalf of APS Legal & Associates Ltd, Head office: Worksop Turbine Innovation Centre, Shire oaks Triangle Business Park, Coach Close, Worksop, Nottinghamshire, S81 8APAPS Legal & Associates is a member of the Institute of Professional Will writers. APS Legal & Associates complies with Trading Standards Institute Approved IPW Code of Practice.

 

HOLISTIC Wills & Estate Planning is a trading style of HOLISTIC Law ltd

bottom of page