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
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Accident & sickness
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Last authorised 16th November 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
"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."
"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.”
"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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