WHAT WE DO
With over 60 years’ combined experience, Holt Financial Services Ltd is your trusted local financial adviser, specialising in tailored independent financial solutions.
We pride ourselves on offering a friendly, personable service that puts our clients' needs at the heart of our business.
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.
WHO WE ARE
Holt Financial Services Limited was formed when Ben Holt bought the business in 2013.
Prior to this the company was owned by Jeff Leggett of J E Leggett Financial Services who served the local community for over 30 years.
Remaining in the same high street location above Coversure Insurance, Ben has continued his legacy, but has freshened up the business to create a welcoming, forward-thinking and innovative one-stop-shop for clients' financial planning needs.
With coffee and biscuits and friendly faces to welcome our clients, we have been extremely successful in creating and maintaining important client relationships.
BEN HOLT DipPFS BA (Hons)
Ben Holt DipPFS BA (Hons) the Company Director and Independent Financial Adviser of the firm, specialising in retirement planning and savings and investments.
Ben has had over 20 years’ experience in the financial services industry, having graduated with a 2:1 BA Honours degree in Business Administration. Ben also holds the CII Level 4 Diploma in Financial Planning and is a member of the Dorset Chamber of Commerce and the Personal Finance Society.
Perhaps what sets Ben apart is his empathy and listening ability, always actively involving the client in any financial decision taken and guiding them through the entire process.
LIZ JUPP CeMAP
Liz Jupp CeMAP, was the personal assistant to the previous owner of the business - Jeffrey Leggett. It was therefore only natural that Liz would continue her role with Holt Financial Services Ltd, being a familiar face to existing clients.
Liz now takes on the role of Office Manager and her exceptional work ethic and personable attitude has helped the business achieve considerable success.