Hollycroft FS Ltd

Financial Adviser (Restricted Whole of Market) Hollycroft Financial Services Ltd, 13 Main Street, Crawcrook, Tyne and Wear, Ryton, NE40 4TX

First meeting at adviser's own cost

Response rating

9.0/10

10th December 2018

Our Services With over 20 years experience in the Financial Services sector, Hollycroft Financial Services provides advice on Business Protection

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Meet our advisers

Steve Barlow

Financial Adviser

Qualifications & Accreditations Hide qualifications

CMAP - Certificate in Mortgage Advice and Practice (CIOBS)

This qualification assesses the knowledge and understanding of the UK regulation environment in the financial services industry together with various types of mortgage products and repayment options and the giving of mortgage advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Julie Callender

John Glendinning

Managing Director

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

CertPFS (DM) - Certificate Personal Finance Society (PFS)

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

Accreditations

Michael Pinder

Financial Adviser

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

Accreditations

Simon Harrison

Financial Adviser

Qualifications & Accreditations Hide qualifications

AdvDipFA - Advance Diploma in Financial Advice (LIBF)

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Accreditations

Where to find us

Hollycroft Financial Services Ltd, 13 Main Street, Crawcrook, Tyne and Wear, Ryton, NE40 4TX

About us

At Hollycroft Financial Services Ltd we like to ensure that all of our clients’ needs are catered for from leaving school to post retirement, as you change throughout life from the protection and insurance requirements of a young family, where maximum cover for minimum cost is essential, through the middle years of saving for retirement, and then helping our retired clients get the best income from their life savings.

Our services

Building Long term relationships with our clients and families to achieve their financial goals.

Compliance

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

We can advise you on

Business
- Commercial mortgages
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- Offshore investments
- Socially responsible investments
- Unit trusts
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Financial planning
- Wealth management
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Home and leisure
- Income protection insurance
- Large business
- Life insurance
- Payment protection insurance
- Small business
Long term care
- Long term care
Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Overseas
- Remortgage
- Residential
- Right to buy
- Self build
- Self employed
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Contact options

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