Holistic Finance

Holistic Finance - Stockton-on-Tees Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Holistic Finance

At Holistic Finance, my focus is on guiding clients through the often complex landscape of residential mortgages. Based in Stockton-on-Tees, I take pride in demystifying the mortgage process and ensuring that my clients feel informed and empowered every step of the way. I understand that obtaining a mortgage is not just a financial decision; it’s a significant milestone in one’s life, whether it's buying a first home, moving to a new property, or remortgaging for better terms. My approach begins with a thorough assessment of each client’s unique situation. By taking the time to understand your financial circumstances and future aspirations, I can provide insights that align with your goals. I work closely with various lenders to identify products that suit your needs, ensuring you have access to a wide range of options. The emphasis at Holistic Finance is on clarity. I explain mortgage jargon in straightforward terms, helping you navigate everything from fixed and variable rates to specific lending criteria. My goal is to equip you with all the information necessary to make confident decisions regarding your mortgage. I also recognise that timing is crucial in the mortgage process. I strive to streamline the application and approval stages, coordinating with legal teams and lenders to ensure a smooth journey from start to finish. Open communication is a cornerstone of my practice, and I am always available to answer queries or provide updates, allowing you to feel supported throughout the entire experience. Whether you're a first-time buyer or considering your next investment, Holistic Finance is here to help you secure the right residential mortgage tailored to your financial landscape. I am committed to making your mortgage journey as straightforward and rewarding as possible, enabling you to focus on what truly matters: making your property aspirations a reality.

Specialisations

No specialisations listed.

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(24 reviews)

katrina McManus

25 Feb 2026

I have used Jonathan at Holistic Mortgages for a number of years now and I have always been pleased with the service I received. He is very good at what he does and always goes above and beyond to get you what you need and more always gets us the best deals available always on hand to answer any questions you have just a phone call away. I had no hesitation in recommending him to numerous family and work colleagues who have also found him great to work with.

John Thompson

9 Oct 2024

I cannot recommend Jonathan at Holistic Finance enough! His expertise and dedication were instrumental in helping me secure the perfect mortgage. From the very beginning, Jonathan was incredibly knowledgeable and patient, taking the time to understand my unique financial situation and goals. He went above and beyond to find me the best possible deals, exploring a wide range of lenders and products. Jonathan's communication was excellent, keeping me informed every step of the way and addressing any questions or concerns I had promptly. His friendly and approachable demeanor made the entire process stress-free. Thanks to Jonathan's guidance, I was able to secure a mortgage that not only met my needs but also exceeded my expectations. I wholeheartedly recommend him to anyone looking for a mortgage broker who truly cares about their clients.

Alex Lord

19 Sept 2024

Couldn't wish for a better mortgage professional! Jonathan will go that extra mile to find you the best possible mortgage deal. You really feel at ease with his calm but extremely efficient approach. And it's especially needed during the stressful times of the process. I'll always be grateful for his help over the last few years and I do not plan on turning to anyone else. Thanks again

Leon Carter

19 Sept 2024

I'm a returning client of Jonathan and I'm always impressed by his professionalism. Jonathan is incredibly helpful, and knowledgeable, and made the entire process smooth and stress-free when dealing with my mortgage renewal. Highly recommend Jonathan and Holistic Mortgages.

Gemma Perez

6 Sept 2024

We have worked with Jonathan for years both with residential and Buy to let mortgages. He has excellent knowledge of the mortgage market combined with a realistic and proactive approach. He is supported by a fantastic team at Holistic Mortgages. We highly recommend their services.