35 Abbotsbury Road, Weymouth, Dorset, DT4 0ADMake an enquiry
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.
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