We put clients needs at the heart of everything we do in the belief that every client deserves holistic financial services, ensuring every area of finance is appropriately planned for and solutions found. HMC Holistic Ltd specialises in life goal and wealth management, retirement and legacy solutions, and tax planning.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate on Estate or Tax Planning.
Who We Are
HMC Holistic Ltd are a local firm based in South Wales with an adviser local to you who understand your needs, we are equally happy to meet you at our offices in Cardiff Bay or in your own home wherever you feel most comfortable. We are part of the Quilter Financial Planning (the largest advisory network in the UK) which can give you access to exclusive products and terms only available to Quilter Financial Planning.
Our regulated financial advisor qualified to all the required standards and able to give advice in all areas of financial planning providing excellent services to all our clients.
Culture
By putting the client first, we recognise we are often helping the more privileged in society both in terms of understanding and actual wealth, for this reason we have made Age Connects Wales our charity in 2017. We are pleased to be able to support such a worthwhile cause and to give time to help educate those that need support in South Wales. Please contact if you wish to help show your support for this great cause.
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