HMC Holistic Ltd

Restricted - Whole of Market  Regus House, South Glamorgan, CF10 4RU
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FCA authorised
Last authorised 24th January 2022
HMC Holistic Ltd put its clients needs at the heart of everything we do.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Richard Cox
Advisor
About us

In 2019 HMC Holistic Ltd were included in the Times top rated advisor supplement as
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 HMC cater to clients in the South west and Wales. We have advisers local to you who understand your needs, and 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.

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% .

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.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Regus House, Falcon Drive, South Glamorgan, BS14 9AW

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