WHAT OUR CLIENTS SAY

We count ourselves as very lucky to have strong, long-standing relationships with many of our clients.

When we asked them for some feedback on the service we provide, we were delighted with the response we received and hope that their comments will give you confidence in choosing our service.

“We have found all our dealings with Ben Holt (Holt Financial Services) extremely positive and rewarding. Ben first advised us in February 2012 and has successfully done so ever since.”

R FORREST
Broadstone

“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

“Ben has been advising and investing our finances for us for a few years now and we have total faith in his decisions and knowledge.

His financial guidance seem to be the right choices for us.

We are trustees to a fund and his investment advice is giving an excellent return especially in the economic climate of today.”

SYLVIA & JIM PRICE
Bournemouth

“Having been recommended to speak with Ben by a satisfied client of his, I approached him for advice 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 my 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.”

Mr J W
Weymouth
2plan

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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