FRIENDLY & LOCAL ADVICE ACROSS THE SOUTH

Let's make your next financial move the right one

HOLT FINANCIAL SERVICES

Mortgages

Let us find you the perfect deal

Savings & Investments

Plan for the future you want

Retirement & Pensions

Get the peace of mind you deserve

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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.

 

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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.”

Mr O Faulkner

Bournemouth

“HFS advised me throughout a change of employer in which I was moving from a large organisation to a small startup. 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 two 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

“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.”

Mr I Girling

Poole

WHO WE ARE

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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)

Company Director

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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.

DAMON GOODEY DipPFS

Independent Financial Adviser

Damon Goodey DipPFS joined the firm in 2014. With over 25 years’ experience in mortgage and financial advice, Damon has been incredibly successful in nurturing an impressive client bank.

Damon's friendly approach and holistic knowledge of financial matters mean clients return to him for advice time and again. Holding the CII Level 4 Diploma in Financial Planning, Damon can advise on all areas of financial planning including mortgages and protection.

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LIZ JUPP CeMAP

Office Manager

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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.

WHY YOU CAN TRUST OUR ADVICE

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 our advisers pride themselves on building lasting professional client relationships.

We aim to ensure that all our clients will always view their 2plan wealth management adviser as their trusted IFA.

OUR SERVICES

Mortgages
Retirement Planning
Savings & Investments
Protection

SEND US A MESSAGE

Contact us for a no-obligation consultation at our cost

35 Abbotsbury Road

Weymouth
DT4 0AD

Office:  01305 783666

Mobile:  07891 188151

Fax: 01305 784666

ben.holt@2plan.com

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Holt Financial Services Ltd is an Appointed Representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 461598.

Registered office: Holt Financial Services Ltd, F7 Lynch Lane Offices, Egdon Hall, Lynch Lane, Weymouth, Dorset, DT4 9DN.  

Registered in England Number: 08395743

 

 

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