Holt Financial Services Ltd
We pride ourselves on offering a friendly, personable service that puts our client’s needs at the heart of our business.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 18th May 2020
Meet our advisers
Independent Financial Adviser
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
"Holt Financial Services have repeatedly gone the extra mile to help me with my mortgage process. As a first time buyer, they have made the process exceptionally clear and straightforward, whilst also finding a great mortgage offer for me. They have been with me every step of the way, providing excellent advice and support."
"We have been with Ben for several years and have always found him to be knowledgeable, informative and extremely helpful. Ben takes the time to look for the correct solution for you, always explains things clearly and delivers first class customer service."
"Having been recommended to speak with Ben by a satisfied client of his I approached him for advise on my pension planning and options.
After obtaining full details of my current position, plans and hopes for the future Ben then reviewed the options and at a second meeting was able to provide detailed analysis and recommendations that satisfied by concerns at this time and left me confident that he can assist me in the future as things change.
His honest and clear explanation meant that no changes were required at present so the end result of his advice benefitted me not him which is very refreshing!
I will have no hesitation in both recommending Ben to my contacts/friends and colleagues but also to revisiting him as my requirements change."
"HFS advised me throughout a change of employer in which I was moving from a large organisation to a small start-up. HFS very clearly and patiently guided me through the range of life, critical illness and income protection cover options and helped me understand the differences between the benefits offered by the 2 employers. All the information was made easily available for me to make the right decision for myself and my family, but having the guidance and help from HFS allowed me to check my understanding and make an informed decision at a busy time.”
"We have been delighted with all of the help, advice and support received throughout our mortgage application and whilst dealing with our insurance requirements. Damon is down to earth, professional, highly organised and really took the time to get to know us, turning out to be the perfect find for our need of sourcing a trusted financial advisor. We couldn't be happier with the service offered and would highly recommend Holt financial services as an approachable, professional and reliable choice."
"I have dealt with Holt Financial Services on numerous occasions to assist me with lending for my buy to lets. They have also ensured that should anything happen to me, my family and business are adequately protected. Every time they have made the process extremely easy and stress free. They always go the extra mile and nothing is ever too much trouble. I would have no hesitation in recommending their services."
Holt Financial Services Limited is an appointed representative of 2Plan wealth management Ltd which has a Head Office in Leeds. Our firm is based in Weymouth, Dorset and has been serving the local community in financial services for over 30 years.
With over 40 years’ combined experience, we are your trusted local financial advisers specialising in tailored independent financial solutions.
Our fresh approach to financial planning is what sets us apart and we revel in the challenge of helping you achieve your life goals.
Always here to listen to any concerns you may have and ensuring your needs are met by simply helping you to manage your wealth as effectively as possible.
We act solely in the best interests of our clients at all times. We do not act on behalf of any product provider, bank or insurance company. The ‘client experience’ is paramount and we pride ourselves on building lasting professional client relationships. Being part of a large national financial network with 2Plan Wealth Management, we have access to state-of-the art technology and a Regulatory 'backbone' ensuring we give you sound advice time and time again. This gives you the client, trust in us to meet your financial needs.
Where to find us
Head office address: 35 Abbotsbury Road, Weymouth, Dorset, DT4 0AD
Minimum wealth (income/assets)
Minimum mortgage value
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