SUNNY IN-MAIL
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(FCA Reg No:716367)
- Inheritance Tax Planning
- Investment Planning
- Pension Transfers
- Retirement Planning
- Wealth Management
£101,000+
Financial Holistic Finance Ltd is a local, family run financial advisory firm based in Stockton-on-tees. We advise local people and businesses throughout the Teesside region, including Middlesbrough and Darlington.
We are 'Independent' meaning we take a look at the whole of market when considering the most suitable financial planning advice for you. We offer financial advice on;
Building your Wealth...including Investment Portfolio Construction and Management, Wealth Management, Capital Growth, Stocks & Shares ISA's, General Investment Accounts and Investment Bonds
Personal Pension Review...including Pension Planning, understanding your existing Pension Plan(s), suitable Pension Strategies and Options, potential Pension Consolidation
Retirement Planning...Retirement choices including Investing for Retirement, Pension Flexi-Access Drawdown, Pension Annuity and Annuities, Retirement Planning Strategies and Retirement Income advice, Preservation of Wealth, Retirement Longevity Planning
Organising your Estate...including Estate Planning and Inhertiance Tax Planning
We can help you. We offer a free initial, no obligation consultation to discuss your finances. Call us on 01642 265465.
Financial
The recommendations below represent are customers views, not the views of Sunny Avenue.
Initial fee free consultation 
Face 2 Face
Telephone Appointments
Video Conferencing
Whole of MarketWhole of Market means this adviser can offer advice on products from a wide range of providers
Stockton-on-Tees, County Durham
01642265465 
advice@holisticfinance.co.uk 
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