Holistic Finance Ltd

03/09/2025

🍂 Hello September! 🍁
A new month, new goals, new keys to dream homes!
Let’s do this together! 🌟🔑

👩‍💼 Speak to one of our friendly advisers and see if they could help you.

📱 01642 130730
📧 [email protected]
📍 Stockton

03/09/2025

We are looking for experienced self employed advisers to join our team!

✔️Competitive commission splits
✔️Admin and compliance support - freeing you up to generate new business!
✔️Hybrid working available
✔️Professional meeting rooms for client appointments
✔️Friendly, successful, and supportive team environment
✔️Marketing support to help build your pipeline
✔️Modern desk, computer, and IT systems provided
✔️On-site car parking

📩Send us a message to find out more
📧Or email us at [email protected]

15/04/2025

There is still time to enter our EASTER GIVEAWAY 🐣

Winner announced Thursday, just in time for the weekend!

Follow the steps in our post over on Holistic Mortgage & Protection to be in with a chance to win the bundle pictured below!

Good Luck 🍀

* Competition is now closed. Winner announced shortly! *

🐣 EASTER GIVEAWAY 🐰

🍫 One lucky person will win the hamper pictured below, which is worth over £100 and filled with chocolate and Easter activities!

💫 How to enter?

✅Like this post
✅Tag a friend in the comments below
✅Follow our page
✅ Share this post

You must do all four steps to enter.

📅 Contest ends: 16/04/2025
🏆 Winner Announced: 17/04/2025

GOOD LUCK☘️🐇

28/03/2025

The key take aways from Rachel Reeves spring statement discussed in the article below ⬇️

As the chancellor was forced to deliver a brutal spring statement due to the flatlining economy, The Independent looks at what cuts Rachel Reeves rolled out

12/03/2025

🧠

Any donations or support for this amazing cause would be greatly appreciated ❤️

https://www.justgiving.com/page/yorkshirethreepeakschallenge2025

We at Holistic Mortgage & Protection Ltd are taking on the Yorkshire three peaks challenge to try and raise money for The Brain Tumour Charity – please read our story below on why this is important to us. Any donations and support is much appreciated.

19/02/2025

📈 Inflation rises to 3%.

❗️ More inflation rises are anticipated throughout the year.

🔮 Last month, the Bank of England predicted it would reach 3.7% by the end of the year.

A chunky rise in the headline inflation rate will be unwelcome for those hoping for lower interest rates, but underlying figures are not as bad news.

04/02/2025

🔔 With a new pensions dashboard looking to be introduced keeping track of your pensions could soon be easier.

👨🏽‍💻 The dashboard, developed by the Money and Pensions Service, aims to connect pension schemes of all sizes to a central ecosystem.

💫 It is planned for pension schemes to begin connecting in 2025 and be fully up and running by 2027.

🔎 The dashboard is to be regulated by the FCA to ensure security and transparency.

Pension changes due in April 2025 could make retirement planning easier for millions across the UK.

19/12/2024

*Closed for Christmas*

👩🏻‍💼 Our staff will be having a well deserved break over the Christmas period and will be back to work on the 6th January.

📧 We will be checking our emails from time to time for anything urgent.

🎄 We hope you all enjoy the festive season and look forward to seeing you in the New Year!

27/06/2023

𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦

Market can be unsettling for . But when investing for the long term, putting short-term volatility into historical context can be useful. This document looks at lessons from the past by considering the ups and downs of the FTSE 100 connected to key events.

𝐖𝐡𝐚𝐭 𝐥𝐞𝐬𝐬𝐨𝐧𝐬 𝐜𝐚𝐧 𝐰𝐞 𝐥𝐞𝐚𝐫𝐧 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐩𝐚𝐬𝐭 𝐰𝐡𝐞𝐧 #𝐢𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐥𝐨𝐧𝐠 𝐭𝐞𝐫𝐦?

We consider how the FTSE 100 has acted as a barometer for the and corporate since 1984 to help put putting any short-term market into historical context.

Go to www.holisticfinance.co.uk/investingforthelongterm and download the information guide.

18/11/2022

🔒What is the pension triple lock and how will it affect you?

Triple lock looks set to stay, but what it is and what does it mean for your retirement income?

28/10/2022

How inflation might impact your retirement plans and how to deal with it..

Get all the latest news, views and opinions from Fidelity’s savings and investment experts on saving and investing for your retirement.