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  11. Bryan J Hollingsworth, ACII DipPFS CeMAP, chartered financial planner

Bryan J Hollingsworth, ACII DipPFS CeMAP, chartered financial planner

Independent Financial Adviser  Queensgate House, Exeter, EX4 3SR
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FCA authorised
Last authorised 27th June 2022
Impartial and professional advice for personal and business clients, to meet a particular need or provide an overall financial strategy.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Bryan Hollingsworth ACII Dip PFS CeMAP
Principal
About us

Bryan J Hollingsworth ACII DipPFS CeMAP is a Chartered Financial Planner and has been actively involved in both Insurance and Financial Services for many years.

Impartial and professional advice is available to both personal and business clients, either to provide a specific solution to a particular need or a detailed structure and strategy to more comprehensive financial planning.

For business clients our professional services can be provided to the business owners and/or their employees, including Workplace Pensions and Auto Enrolment advice.

Our services

Reviewing existing pension arrangements and investments to meet a client's current and future needs, maximizing where appropriate tax shelters and tax reliefs, while ensuring the overall portfolio is within the client's' ability to accept the degree of investment risk involved.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Bryan J Hollingsworth is an Appointed Representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority. Bryan J Hollingsworth FCA Nos 152663 & BJH00021 and Julian Harris Financial Consultants FCA No 153566

Queensgate House, 48 Queen Street, Exeter, EX4 3SR

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