Holt Financial Services Ltd

With over 40 years’ combined experience, Holt Financial Services is your trusted local financial advisers specialising in tailored independent financial solutions. Our client’s needs and interests are at the very heart of the business.

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.