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  11. HMC Holistic Ltd

HMC Holistic Ltd

Restricted - Whole of Market  Regus, South Glamorgan, Cardiff, CF10 4RU
First meeting at adviser's own cost
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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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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
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Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
MR Richard Cox
Advisor

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

This unit covers common types of products and schemes, the legal and regulatory framework, factors affecting the value of commercial property, risk management in the various commercial sectors, information gathering, affordability, suitability and breaches of payment.

This qualification assesses a knowledge and understanding of the regulatory and practical implications of the Treating Customers Fairly initiative.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

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
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 Bridgend 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.

Where to find us
Head office address: Regus, Regus House, Falcon Drive, South Glamorgan, Cardiff, CF10 4RU
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 3rd May 2021

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