Holt Financial Services Ltd

Holt Financial Services Ltd Our client’s needs and interests are at the very heart of the business.

With over 40 years’ combined experience, Holt Financial Services is your trusted local financial advisers specialising in tailored independent financial solutions. Holt Financial Services Limited is based in Weymouth, Dorset and has been serving the local community in Financial Services for over 30 years. Ben Holt took over the company in 2013 from Jeffrey Leggett of J E Leggett Financial Services

and began a process of freshening up the business to create a welcoming, forward thinking and innovative one stop shop for client’s financial planning needs. With coffee and biscuits and friendly faces to welcome our clients, we have been extremely successful in maintaining and creating important client relationships.

02/08/2018

Bank of England raises interest rates from 0.5% to 0.75%

19/01/2018

New EU legislation 'MIFID 2' commenced on 3rd January 2018. It's been business as usual but the changes will create a more transparent, fairer market place with greater protection for client and businesses alike. Read here for more details:

https://www.fca.org.uk/markets/mifid-ii

11/01/2018

FTSE 100 index, the UK’s top 100 companies has reached its highest level EVER today!
Great news for investors, not so good for cash savers...

Thanks everyone for taking the time to read my post yesterday and I have already had a wonderful response to the website...
09/01/2018

Thanks everyone for taking the time to read my post yesterday and I have already had a wonderful response to the website smile emoticon:) with many of you giving praise! Much thanks to Asker at www.plumewebdesign.co.uk for our lovely new website!

Hi. We build beautiful, professional websites to help you stand out from the crowd and take your business to where you want to be. Friendly and non-geeky!

08/01/2018

Welcome to my page! As I am now active, I will keep posting to regularly update you all on key financial matters that you may find of interest or which might affect you!

13/11/2017

Address

Weymouth
DT49DN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+447891188151

Website

Alerts

Be the first to know and let us send you an email when Holt Financial Services Ltd posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Holt Financial Services Ltd:

Shortcuts

Share

Category