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Holistic Financial
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Holistic Financial Ltd is a firm of Independent Financial Advisers (IFAs) based in Cardiff, UK. The company was founded to provide a professional, ethical, and comprehensive financial advice service, distinct from traditional sales-based approaches. Their mission is to build long-term relationships with clients by offering personalized planning across various financial areas, including wealth management, investments, pensions and retirement planning, financial protection, and inheritance tax strategies. They are authorised and regulated by the Financial Conduct Authority (FCA).
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