Helping people North and South of the River Tees.
Put your trust in HOLISTIC for all your financial needs.​
Holistic - Your whole financial future.
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Contact us if you would like to speak to an independent financial adviser about any of the following:​​
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- Retirement planning
- Pension advice
- Annuities
- Medium - Long term investments
- Tax Wrapper Planning
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Contact us if you would like to speak to a mortgage & protection broker about any of the following:​​
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- Residential Mortgages - inc. Purchases, Remortgages, First time Buyers
- Buy to Let Mortgages
- Life Insurance / Mortgage Protection
- Income Protection​​
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Contact us if you would like to speak to a Will & Estate Planner about any of the following:​​
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- Wills
- Will Trusts
- Lasting Powers of Attorney
- Probate
​​​​​​01642 424441
Office Opening Hours:
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Monday 9:15am - 5:00pm
Tuesday 9:15am - 5:00pm
Wednesday 9:15am - 5:00pm
Thursday 9:15am - 5:00pm
Friday 9:15am - 5:00pm
Saturday Closed
Sunday Closed
These are our usual office hours however meetings can be arranged outside of these hours to suit your busy lifestyle.
You will find us here..
Suite 16 & 17
Gloucester House
72 Church Road
Stockton-on-tees
TS18 1TW
Meet the team
Kevin Hepplewhite
Financial Advisor & Director
Jonathan Ellis
Senior Mortgage & Protection Advisor
Abbey Hepplewhite
Office Manager/Marketing & Advertising
Gemma Mackey
Wealth Paraplanner/Wills & Estate Planning
Bethany Lester
Client Support & Administration
Libby Garden
Mortgage & Protection Advisor
