Hollycroft FS Ltd

Restricted - Whole of Market  Hollycroft Financial Services Ltd, Tyne and Wear, Ryton, NE40 4TX
First meeting at adviser's own cost
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
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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
Response rating
9.8/10
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FCA authorised
Last authorised 1st March 2021
Meet our advisers
MR Simon Harrison
Financial Adviser

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.

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.

Accreditations
Certified Financial Planner
MR Michael Pinder
Financial Adviser

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

Accreditations
Certified Financial Planner
MR John Glendinning
Managing Director

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

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

MISS Julie Callender
MR Steve Barlow
Financial Adviser

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

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

What our clients say
The financial advice I have received from Simon has been exemplary. He is always approachable to answer any queries promptly and knowledgeably. I wouldn’t hesitate to recommend Simon and the service provided through Hollycroft. Best wishes Maureen
Maureen Walton, Tyneside
Testimonial for Simon Harrison for his professional pension & savings advice services . 3 years ago when I reached my 65th birthday I had to make a choice of a financial adviser to allow me and my wife Linda to be comfortable to make the correct choice based on trusting that the person would give us the most up to date various equations of pension types. We consulted 2 other financial advisers before making our choice of Simon Harrison who is a Financial Adviser for Hollycroft Financial Services. During his initial consultation which took place at our home address he gave me options of retirement pension choices His advice was to our full expectations and he made us feel comfortable during his full explanations going forward After our deliberations it took not long to know the we would be hiring him. During the course of the following 3 years which takes me to my 68th birthday I know that we made the correct choice in Simon because of the healthy position my pension pot is standing at. My wife Linda has also chosen Simon to invest a lump sum one year ago. I would not hesitate to recommend Simon to anyone for any financial advice they require.
Bill and Linda Spence, North Shields
Mr Simon Harrison over the last few years has provided us with excellent financial advice and services to consolidate and maximise our investments, making us at all times fully aware of present and proposed financial regulations which would have an impact on our portfolio investments. He makes himself available either by telephone, email or face to face contact, to answer any questions or clarification we require and also to keep us fully informed on how our investments are proceeding. He often schedules his visits in the early evening to accommodate our busy life style. Mr Harrison is very adept at taking the complicated financial regulations and explaining them in plain English so that there is no misunderstanding on what is involved when investing. It has been our pleasure in dealing with Mr Harrison and we look forward to working with him for the foreseeable future. DC & J Graham
Dave and Jackie Graham, North Shields
I have recently had cause to review my financial position and in doing so, sought the help of Mr Michael Pinder. At first I was quite daunted at the prospect of the review but as Michael started to explain things to me, I was quickly relaxed about the process. I would be more than pleased in recommending Michael to my friends and colleagues who wish to make similar investments for their future. Karen Adamson Jarrow Tyne & Wear
Karen Adamson, Jarrow
Following my recent experience with some financial planning, I would not hesitate in recommending the services of Michael Pinder to family and friends in helping them with their financial affairs. I found Michael to be very helpful and he always conducted himself in a professional manner. He took me through the financial review process, which enabled me to determine my financial needs and goals. I am happy that results to date have exceeded my expectations. Dave Shannon Jarrow Tyne & Wear
Dave Shannonn, Jarrow
Alan has provided consistent and reliable advice over the last 6 years and helped to ensure that my finances are in a stable environment that reflects my ongoing needs and attitude to risk. He makes the process simple and straight forward. Allan Irvine - Crawcrook
Alan Irvine, Crawcrook
Alan of Hollycroft Financial Services has been my financial adviser in excess of 10 years and has helped both me personally and my business by providing solid, reliable and appropriate advice for pensions, investment and protection. Compared to previous advice from bank assurers I feel that the ongoing advice and service is aimed at what is best for me and my business. Gary Totton – Ryton
Gary Totton, Ryton
"Hollycroft Financial Services are an organization with a friendly and knowledgeable team of experts they offer a wealth of experience coupled with great value for money. I would recommend them to anyone wishing to review your whole financial situation or just to look at an individual area of your financial needs from mortgages and life cover to pensions and investments." Eileen Gofton, Compliance Solutions (NE) Limited Compliance Consultant
Eileen Gofton, Ryton
"Advised on the best mortgage deal available. Honesty and integrity assured. Always felt that I had been offered the best deal for my requirements. I will continue to use Hollycroft Financial Services and I have recommended them to family and friends."
Stephen Carroll, Danby
"Hollycroft Financial Services was able to gain a grasp of our requirements in a straightforward, ethical and highly honest way. John is very clear in presenting the options, the pros and cons and placing all the facts in front of you - excellent and highly recommended." Peter & Pauline Sutcliffe
Peter & Pauline Sutcliffe, Newcastle
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.

Where to find us
Head office address: Hollycroft Financial Services Ltd, 13 Main Street, Crawcrook, Tyne and Wear, Ryton, NE40 4TX
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

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

Response rating
9.8/10
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FCA authorised
Last authorised 1st March 2021

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