Holistic Finance Ltd Reviews

katrina McManus 2026.02.25

     

I have used Jonathan at Holistic Mortgages for a number of years now and I have always been pleased with the service I received. He is very good at what he does and always goes above and beyond to get you what you need and more always gets us the best deals available always on hand to answer any questions you have just a phone call away. I had no hesitation in recommending him to numerous family and work colleagues who have also found him great to work with.

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Reply from Holistic Finance Ltd

Hi Katrina,
Thank you for taking the time to leave Jonathan a review, we really appreciate it!
Many thanks
The Holistic Team

John Thompson 2025.09.03

     

I can’t thank Gemma from Holistic Finance enough for her support in helping me arrange my will. The entire process, which I had been putting off for far too long, was made incredibly straightforward and stress-free. From our very first meeting, Gemma was professional, patient, and genuinely caring. She took the time to explain every single detail in a way that was easy to understand, answering all my questions and making sure I felt completely comfortable with every decision. Her expertise and calm demeanor gave me so much peace of mind. I left the meeting feeling confident and reassured that my wishes were properly documented and that my loved ones would be taken care of. I would wholeheartedly recommend Gemma and the team at Holistic Finance to anyone looking for expert and compassionate help with their financial planning.

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Reply from Holistic Finance Ltd 2025.09.03

Thank you very much for the lovely review, John. We really appreciate you taking the time to do this.

Patricia Henry 2025.09.03

     

Jonathan -Financial Advisor made the process so easy , took the stress out of it for me -amazing thank you

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Reply from Holistic Finance Ltd 2025.09.04

Thank you for leaving Jonathan a lovely review, we really appreciate it.

Brian Healy 2024.11.20

     

The service from start to finish was first class. Jonathan acted in a very professional manner and the whole team at Holistic made the process of the application of my new mortgage as smooth as possible. I would strongly recommend using them again.

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Reply from Holistic Finance Ltd 2024.11.20

Thanks so much for the lovely review Brian, we hope you enjoy your new home!

James Chris Shepherdson 2024.11.12

     

I have used Holistic Finance Ltd for the past 5 years to manage my drawdown pension When I was thinking of retirement, I checked the govt website and this led me to Holistic Finance. I spoke to Kevin who was brilliant and went through all my options and made everything, from moving my work pension, to advising on the right investment portfolio for me. Holistic have delivered good returns year on year, though 2022 has been tough for markets globally. My risk profile and options are reviewed annually and Kevin is always there to talk to if I need advice. I cannot recommend them highly enough. This is a solid , trusted firm with great people.

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Reply from Holistic Finance Ltd 2022.07.20

Thanks for the review Chris, much appreciated.

Richard Harris 2024.10.22

recommends

I've been working with Jonathon for a good few years now and the service is always top class. wouldn't use anyone else.

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Reply from Holistic Finance Ltd 2024.10.23

Thank you for your review Richard, it is very much appreciated 😊

TOM PHILLIPS 2024.10.10

     

Jonathan has arranged my mortgage and insurances for many years now and always provides a first class service. Friendly, trustworthy and always on hand to help whenever needed. I highly recommend using Holistic Mortgage & Protection

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Reply from Holistic Finance Ltd 2024.10.11

Hi Tom,

Many thanks for leaving Jonathan such a great review.

The Holistic Team

Jennifer Hesford 2024.10.10

     

Excellent, friendly service.

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Reply from Holistic Finance Ltd

Thank you for leaving us a review Jennifer, we really appreciate it.

Creation Driveways 2024.10.09

     

Jonathan , has carried out multiple mortgages and insurances for me now , He always keeps me informed all the way through the procedure and makes sure everything runs smoothly every time, A pleasure to deal with every time !!!

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Reply from Holistic Finance Ltd 2024.10.09

Excellent Review. Really appreciated from the Holistic Team

Orla Walsh 2024.10.09

     

5* service. Have been trusting Jonathan with our mortgage for years now. Great communication, smooth easy process. Would definitely recommend.

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Reply from Holistic Finance Ltd 2024.10.09

Thank you Orla for a great review.
Regards Jonathan and Holistic Team

John Thompson 2024.10.09

     

I cannot recommend Jonathan at Holistic Finance enough! His expertise and dedication were instrumental in helping me secure the perfect mortgage. From the very beginning, Jonathan was incredibly knowledgeable and patient, taking the time to understand my unique financial situation and goals. He went above and beyond to find me the best possible deals, exploring a wide range of lenders and products. Jonathan's communication was excellent, keeping me informed every step of the way and addressing any questions or concerns I had promptly. His friendly and approachable demeanor made the entire process stress-free. Thanks to Jonathan's guidance, I was able to secure a mortgage that not only met my needs but also exceeded my expectations. I wholeheartedly recommend him to anyone looking for a mortgage broker who truly cares about their clients.

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Reply from Holistic Finance Ltd 2024.10.09

Superb review for Holistic. Thank you John. Really appreciated from Jonathan and the whole Holistic Team

Keith Irwin 2024.10.08

     

Quick comprehensive service covering all aspects of my requirements, Jonathon Ellis was, as usual, very professional and very helpful.

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Reply from Holistic Finance Ltd 2024.10.09

Thank you Keith. Really appreciate your positive feedback.

Michael Wickham Pixie 2024.10.08

recommends

We have been going to Holistic for many years now. Johnathan keeps us up to date and informed of Mortage and insurance policies and what is best for our family. Always a professional and friendly service.

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Reply from Holistic Finance Ltd 2024.10.11

Thank you Michael, we really appreciate you taking the time to write us such a great review.

Liam Rogers 2024.10.08

     

Excellent service provided by Jonathan.

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Reply from Holistic Finance Ltd 2024.10.09

Great. Thanks for leaving great review on Jonathan

H Brown 2024.10.07

     

Strongly recommend Holistic Mortgage & Protection. Their professionalism and knowledge are second to none.

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Reply from Holistic Finance Ltd 2024.10.09

Thank you for leaving a great recommendation for us. Appreciated

Freddie McCoy 2024.10.01

     

Great services always.

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Reply from Holistic Finance Ltd 2024.10.09

Excellent, Thank you Freddie.

James Petch 2024.09.25

     

Jonny has arranging my mortgages for over 10 years. Always a fantastic service.

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Reply from Holistic Finance Ltd 2024.09.26

Thank you for leaving Jonathan a fab review, much appreciated.

The Holistic Team

Alex Lord 2024.09.19

     

Couldn't wish for a better mortgage professional! Jonathan will go that extra mile to find you the best possible mortgage deal. You really feel at ease with his calm but extremely efficient approach. And it's especially needed during the stressful times of the process. I'll always be grateful for his help over the last few years and I do not plan on turning to anyone else. Thanks again

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Reply from Holistic Finance Ltd 2024.09.24

Hi Alex,
Thank you for leaving Jonathan such a great review. We appreciate it.
Many thanks.
The Holistic Team

Leon Carter 2024.09.19

     

I'm a returning client of Jonathan and I'm always impressed by his professionalism. Jonathan is incredibly helpful, and knowledgeable, and made the entire process smooth and stress-free when dealing with my mortgage renewal. Highly recommend Jonathan and Holistic Mortgages.

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Reply from Holistic Finance Ltd 2024.09.24

Hi Leon,
Thank you so much for leaving us a great review.
Many thanks.
The Holistic Team

Rosie O'Boyle 2024.09.19

recommends

Jonathan has looked after us for our mortgage for years and always finds us great deals! Would highly recommend!

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Reply from Holistic Finance Ltd 2024.09.19

Thanks so much for your review Rosie, we really appreciate it 😊