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 Quilter Financial Planning network, which can give you access to exclusive products and terms only available to Quilter Financial Planning firms.
We are qualified to all the required standards and able to give advice in all areas of financial planning providing excellent services to all our clients.
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% .
Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Commercial mortgage advice is available by referral only.
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