Holt Financial Services Ltd

Independent Financial Adviser  35 Abbotsbury Road, Weymouth, Dorset, DT4 0AD
First meeting at adviser's own cost
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
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Annuity purchase
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Auto enrolment
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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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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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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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Employee benefits
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020
Meet our advisers
Ben Holt
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
"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."
S Weatherby, Weymouth
"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."
E Frake, Christchurch
"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.”
Richard B, Bournemouth
"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."
Jeremy W, Weymouth
"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."
I Girling, Poole
"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."
O Faulkner, Bournemouth
About us

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.

Our services

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
Preferred clients
Minimum wealth (income/assets)
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Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th October 2020

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