About Us
Your whole financial future
We are a local, professional and independent mortgage and protection company. This means we can offer whole of market advice, in other words we aren't tied to any specific products or companies so we find what is really the best option for you. Because that's what it's all about.. you!
We are part of The Holistic Consortium family. Our name says it all 'Holistic'. We believe in looking at the bigger picture. Your bigger picture. We pride ourselves on first class customer service and being a company that you can put your trust in.
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No hard sells, we do not view ourselves as sales people, that's not what we are about.
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If you've got any questions give us a call today and we'll be happy to help.
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Hopefully we'll speak soon!
Our Story
Kevin, the founder of Holistic, started out as mortgage adviser back in 2007 and progressed to a financial adviser in 2010. After working in the industry for other companies and wanting to change the way , he decided to set up on his own and Holistic Finance was born in 2014.
The vision was to be somewhere you could come for all your financial needs throughout your life. A mortgage in your earlier life when you are starting out, for pension and retirement planning advice in your later life and for Will writing and Lasting Powers of Attorney that you will need at the end. Essentially to see you through your financial life.
