Holcombe Financial Services

Independent Financial Adviser 1 Market Chambers, Market Place, Ramsbottom, Bury, BL0 9AJ
FCA verified
15th October 2018
Independent Financial Advice, often high level and complex, delivered in a format that is easy to understand
We can advise you on
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Our Team
adviser-person
Jeremy Bostock APFS, Certs CII(MP & ER), BA (Hons)
Director and Chartered Financial Planner
adviser-person
Emma Connaughton DipPFS, Certs CII(MP & ER)
Independent Financial Adviser
adviser-person
Craig Bridge DipPFS
Independent Financial Advisor
Where to find us

1 Market Chambers, Market Place, Ramsbottom, Bury, BL0 9AJ

About us

Established in 2012, the team at Holcombe Financial Services has many years’ experience providing practical Independent Financial Advice to people, families and businesses in Bury, the surrounding area and throughout the UK.

Our core service is Wealth Management. We devise strategies for our clients and ensure these are regularly reviewed. At HFS we insist on having the latest state of the art technology to aid the advice process, high quality staff and a personalised client proposition that delivers peace of mind.

We provide advice across a wide range of services including wealth management, retirement planning both pre and post retirement, investment, savings, mortgages and protection. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

We are experienced in, and authorised to give advice on safeguarded pension benefits.

At Holcombe Financial Services, we pride ourselves on the friendly and approachable nature of our advisers and staff, and upon serving the local community.

Our services

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Holcombe Financial Services is a trading name of Holcombe Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority

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