Holistic Finance Ltd

Holistic Finance Ltd Reviews

Excellent rating
     
5.0 | 62 reviews
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Holistic Finance Ltd
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Reviews

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5.0

| 62 total

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Rachelle Dent
Rachelle Dent 2026.06.09
     
Quick and trustworthy mortgage help Always reliable and efficient service. We use them every time we remortgage or secure a new mortgage, and they never disappoint. The process is always quick, hassle-free, and well-explained. Would highly recommend!
Date of experience: 10 April, 2026
D J
D J 2026.04.22
     
Very efficient company and great to deal with, the team saw us through the full process
Reply from Holistic Finance Ltd 2026.04.23
Thank you for leaving us a great review, we really appreciate it.

Many thanks
Abbey
Holistic Mortgage & Protection Ltd
Mark Howe
Mark Howe 2026.04.21
     
Amazing experience, very helpful, very professional could not be happier with the service, Libby the person I dealt with was great!
Reply from Holistic Finance Ltd 2026.04.21
Thank you for the great review Mark, we really appreciate it.

Thanks again
Abbey
Holistic Mortgage & Protection
Carl 88
Carl 88 2026.04.15
     
great experience, staff very helpful. Would recommend.
Reply from Holistic Finance Ltd 2026.04.15
Hi Carl,

Thank you for taking the time to leave us a great review. It is much appreciated.

Many thanks
Abbey
Holistic Mortgage & Protection
Lucy Thompson
Lucy Thompson 2026.04.10
     
Libby was really helpful when completing my mortage and life insurance. She replied quickly to emails. She changed my mortgage application several times to get the best rate. She was always friendly and professional. I would really recommend getting Libby to help with an application.
Reply from Holistic Finance Ltd 2026.04.10
Hi Lucy, thank you for leaving Libby a great review! We really appreciate it 😊

Many thanks
Abbey
Holistic Mortgage & Protection
katrina McManus
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.
Reply from Holistic Finance Ltd 2026.02.25
Hi Katrina,
Thank you for taking the time to leave Jonathan a review, we really appreciate it!
Many thanks
The Holistic Team
John Thompson
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.
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
Patricia Henry 2025.09.03
     
Jonathan -Financial Advisor made the process so easy , took the stress out of it for me -amazing thank you
Reply from Holistic Finance Ltd 2025.09.04
Thank you for leaving Jonathan a lovely review, we really appreciate it.
Brian Healy
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.
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
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.
Reply from Holistic Finance Ltd 2022.07.20
Thanks for the review Chris, much appreciated.
Richard Harris
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.
Reply from Holistic Finance Ltd 2024.10.23
Thank you for your review Richard, it is very much appreciated 😊
TOM PHILLIPS
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
Reply from Holistic Finance Ltd 2024.10.11
Hi Tom,

Many thanks for leaving Jonathan such a great review.

The Holistic Team
Jennifer Hesford
Jennifer Hesford 2024.10.10
     
Excellent, friendly service.
Reply from Holistic Finance Ltd 2024.10.11
Thank you for leaving us a review Jennifer, we really appreciate it.
Creation Driveways
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 !!!
Reply from Holistic Finance Ltd 2024.10.09
Excellent Review. Really appreciated from the Holistic Team
Orla Walsh
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.
Reply from Holistic Finance Ltd 2024.10.09
Thank you Orla for a great review.
Regards Jonathan and Holistic Team
John Thompson
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.
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
Keith Irwin 2024.10.08
     
Quick comprehensive service covering all aspects of my requirements, Jonathon Ellis was, as usual, very professional and very helpful.
Reply from Holistic Finance Ltd 2024.10.09
Thank you Keith. Really appreciate your positive feedback.
Michael Wickham Pixie
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.
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
Liam Rogers 2024.10.08
     
Excellent service provided by Jonathan.
Reply from Holistic Finance Ltd 2024.10.09
Great. Thanks for leaving great review on Jonathan
H Brown
H Brown 2024.10.07
     
Strongly recommend Holistic Mortgage & Protection. Their professionalism and knowledge are second to none.
Reply from Holistic Finance Ltd 2024.10.09
Thank you for leaving a great recommendation for us. Appreciated

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