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STEVE HOLT IFA LIMITED

Company
STEVE HOLT IFA LIMITED (09029884)

STEVE HOLT IFA

Phone: 01706 220 244
A⁺ rating

ABOUT STEVE HOLT IFA LIMITED

Steve Holt IFA Ltd

Welcome to Steve Holt IFA Ltd

Steve Holt IFA Ltd is directly authorised with the FCA and I have been a Financial Adviser for over 20 years now, during this time I have helped 100’s of clients to plan successfully for their financial future.

I originally started out in the Financial Industry providing Financial Advice with one of the country’s largest Banks. While working in this environment I realised that to work for a large Bank I was not able to provide the service that clients need as I was only able to offer products that the Bank provided so for the last 14 years I have been working as an Independent Financial Adviser. Helping clients to access all the thousands of products on the market, helping them to choose exactly the right products to help them achieve their individual financial goals.

I am especially liked by my clients for my straightforward and uncomplicated approach to Financial Advice, getting to know my clients first is very important, before making any recommendations, even if my recommendations are for clients to change nothing at all.

My service is very much an ongoing process. I hope to build a long-term relationship with my clients, based on mutual trust and respect. I will work with you to monitor and adapt your financial planning to suit your changing lifestyle and family needs, or to keep pace with the demands of your business or company.

Steve Holt IFA Ltd provides advice to clients mainly in the Lancashire and Great Manchester areas, although he has clients farther afield.

Steve Holt IFA Ltd is Registered in England & Wales, Company Number 9029884. Registered Office address: 29 Holmeswood Park , Townsend, Fold Rawtenstall, BB4 6JA

Authorised and regulated by the Financial Conduct Authority. Steve Holt IFA Ltd is entered on the Financial Services Register

KEY FINANCES

Year
2017
Assets
£25.63k ▼ £-8.92k (-25.81 %)
Cash
£0k ▼ £-33.56k (-100.00 %)
Liabilities
£1.48k ▼ £-2.17k (-59.43 %)
Net Worth
£24.15k ▼ £-10.4k (-30.10 %)

REGISTRATION INFO

Company name
STEVE HOLT IFA LIMITED
Company number
09029884
Status
Active
Categroy
Private Limited Company
Date of Incorporation
08 May 2014
Age - 7 years
Home Country
United Kingdom

CONTACTS

Website
steveholt.co.uk
Phones
01706 220 244
08000 234 567
Registered Address
29 HOLMESWOOD PARK,
ROSSENDALE,
LANCASHIRE,
BB4 6JA

ECONOMIC ACTIVITIES

66190
Activities auxiliary to financial intermediation n.e.c.

LAST EVENTS

19 Dec 2016
Total exemption small company accounts made up to 31 May 2016
09 May 2016
Annual return made up to 8 May 2016 with full list of shareholders Statement of capital on 2016-05-09 GBP 10
15 Oct 2015
Total exemption small company accounts made up to 31 May 2015

See Also

STEVE HOLT IFA LIMITED DIRECTORS

Stephen Holt

  Acting
Appointed
08 May 2014
Occupation
Financial Adviser
Role
Director
Age
74
Nationality
British
Address
29 Holmeswood Park, Rossendale, Lancashire, United Kingdom, BB4 6JA
Country Of Residence
United Kingdom
Name
HOLT, Stephen

REVIEWS


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Excellent according to the company’s financial health.