Savings and Investments

Investing money can be a daunting process. Whether you are planning for the future or simply trying to make your money grow, we can help you to achieve your desires and aspirations.

Being fully independent, we can research the whole market to find the most suitable investment strategies for our clients.


Trust & Estate Planning

This is an area which is often overlooked by many clients and indeed professionals. In liaising with Accountants and Solicitors we are able to provide the best possible advice.



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 ( 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