HMC Holistic Ltd

Financial Adviser (Restricted Whole of Market) Regus House, Falcon Drive, South Glamorgan, South Glamorgan, Cardiff, CF10 4RU
First meeting at adviser's own cost
Response rating
9.9/10
FCA verified
10th September 2018
HMC Holistic Ltd put its clients needs at the heart of everything we do.
We can advise you on
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Richard Cox
Advisor
What our clients say
Excellent advice, everything explained clearly and in a manner I could understand, Richard dealt with all the paperwork making it painless and easy for me. I’d been putting off reviewing my pension options because quite frankly I didn’t know where to start but Richard handled everything fantastically. I’d highly recommend!
Rebecca Rogers, Swansea
Where to find us

Regus House, Falcon Drive, South Glamorgan, South Glamorgan, Cardiff, CF10 4RU

Contact us
About us

HMC Holistic Ltd looks to put clients needs at the heart of everything we do in the belief that every client deserves holistic financial services, ensuring every area of finance is appropriately planned for and solutions found. HMC Holistic Ltd specialises in life goal and wealth management, retirement and legacy solutions, and tax planning.

HMC Holistic Ltd are a local firm based in South Wales with advisers local to you who understand your needs, we are equally happy to meet you at our offices in Cardiff Bay or in your own home wherever you feel most comfortable. We are part of the Intrinsic network (the largest advisory network in the UK) which can give you access to exclusive products and terms only available to Intrinsic firms.
We are regulated financial advisors qualified to all the required standards and able to give advice in all areas of financial planning providing excellent services to all our clients.

Our services

HMC Holistic Ltd offer holistic advice to make, save and protect your wealth, specialists in investments, pensions and mortgages. In 2017 the Financial Times reviewed and rated HMC Holistic Ltd at 94% .

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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