Holmes Independent Financial Advice Ltd

Independent Financial Adviser  19 Lulworth Avenue, Waltham Cross, Hertfordshire, EN7 5LA
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FCA authorised
Last authorised 14th June 2021
We want to put you in an informed position so, that we can plan your life time journey.
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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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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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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Commercial motor
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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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Estate planning
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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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Sharia finance
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Long term care
Meet our advisers
Stephen Holmes
Managing Director
About us

Although a young company the Managing Director has 26 years Financial Planning experience. A company that puts Face to Face service as its preferred method of helping people achieve their financial needs and objectives. Helping you understand the ever changing world of Financial Planning is our aim.

Our services

Making the complicated easy to understand in plan English. Insuring you do not miss opportunities to make your Financial future as secure as possible.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

19 Lulworth Avenue, Goffs Oak, Waltham Cross, Hertfordshire, EN7 5LA

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