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