Holcombe Financial Services

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About

Building, Managing & Protecting Wealth

Story

Holcombe Financial Services are now located in the heart of the picturesque and bustling village of Ramsbottom.

We are a dedicated team offering face to face complete Financial Planning solutions for both personal and business clients.

At Holcombe Financial Services we genuinely care about our clients and their financial wellbeing.
Our philosophy is to build long term relationships via face to face financial planning with both individual and corporate clients.

The company was formed by Jeremy Bostock in 2012 as we are advocates of the improved standards required within the industry following the goverment Retail Distribution Review. We passionately believe that through our vast experience and commited professional standards, we can give the bespoke service that our clients always require. Our clients come from all walks of life, with a wide variety of financial planning needs.

We're passionate about safeguarding our clients interests, and appreciate the importance of each client's individual needs when producing a financial planning strategy specifically tailored to each situation.

Our advisers have the ability to explain highly complex, technical areas such as Wealth Management, Inheritance Tax and Retirement Planning with clarity and simplicity. Equally we have the knowledge, passion and tenacity to offer the best solutions in other areas such as Mortgages, Protection and other areas of Tax Planning.

In terms of mortgages... your home may be repossessed if you do not keep up repayments on your mortgage.
A fee of £995 or 1% of the loan if greater is payable on completion. Typically this will be £395

Our reputation is built by word of mouth, and our clients are always the most important part of our business.

"Independent Chartered Financial Planners located in the centre of Ramsbottom"

Address: Market Chambers, Market Pl, Ramsbottom, Bury BL0 9AJ, UK

Phone: 01204 238500

Website

ku.oc.secivreslaicnanifebmocloh@seiriuqne

State: Greater Manchester

City: Bury

Zip Code: BL0 9AJ

opening times

Monday: 9:00 AM – 6:00 PM
Tuesday: 9:00 AM – 6:00 PM
Wednesday: 9:00 AM – 6:00 PM
Thursday: 9:00 AM – 6:00 PM
Friday: 9:00 AM – 6:00 PM
Saturday: 9:00 AM – 12:00 PM
Sunday: Closed

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Reviews

We recently instructed Lisa Hartley at Holcombe Financial Services to help us through the complicated process of a lifetime Mortgage so we could release equity in our property to enjoy our retirement without a costly monthly repayment.   Lisa could not have been more helpful thought the whole transaction, she was always available for help and advice when we needed it was very professional and knowledgeable and we would not hesitate in recommending  her for her attitude and ethos of nothing is too much trouble. Thanks again Lisa.

I just wanted to say how helpful Lisa Hartley at Holcombe Financial Services has been with regards to my recent House move / mortgage etc. This has been an extremely difficult time for me personally and Lisa helped me at every step of the way.  I cannot praise her enough for the help that she has given me in order to get my mortgage completed smoothly and with the minimum of fuss. I would highly recommend her to anyone looking to take out or change their mortgage etc.

Myself and my husband came to Holcombe financial services for our mortgage. The advisor Lisa was excellent and very knowledgable in all financial areas. The process was smooth and speedy and overall I felt we received a very professional and personable service. I would not hesitate to recommend this company and all staff to family and friends. Thank you for all your help and support it was greatly appreciated.

I have never used Holcombe financial services before and I must say I’m am very pleased with the professional service I got. I really want to thank Lisa for everything she did for us, she is so thorough and Works efficiently and quickly which we needed as there was a few complications our side. She has defiantly made our lives easier and less stressful. Would highly recommend!

Jeremy, Lisa and the team have all been extremely professional and knowledgeable, in each of the areas of financial advice we required. We now have a new home, tailored for our family’s individual needs.  We can’t thank you enough for your friendly, efficient, supportive approach.  Lisa never tired of our many questions! Always getting the information needed in a timely fashion.  Thanks again everyone.

Emma Connaughton at Holcombe did an excellent job for me. She identified my requirements, discussed them and actioned them really promptly which as a busy professional is vital for me. She has looked after various life insurance and investment requirements for me and as a result I have referred several high net worth clients to her. As a Chartered Accountant, it’s vital that any client I refer is looked after as my reputation is directly affected by their experience. Every client I have referred to Emma has been totally happy with the service they have received and have given me tremendous feedback. If anyone needs pension, investment, protection or mortgage advice, I can 100% recommend Emma and her team. I should point our that I get no benefit from referrals except for enhancement of my offering to my clients.

I had the same financial adviser for over twenty years but recently the association ended.  Holcombe Financial Services were recommended to me and it has been refreshing dealing with them; they are very professional and although I have been with them for only a short time, already the advice from Jeremy has reaped rewards.  I highly recommend their service.

I received good advice & help from Jeremy & the team to transfer my company pension pot & AVCs out of the company scheme & into a private pension plan. Certain steps in the process were challenging & drawn out due almost entirely to my employer's pension administrator's inefficiencies,  but throughout it all the team at Holcombe Financial Services were professional & kept me fully informed of the situation.

I used Holcombe Financial Services to set up my life insurance. They advised & made me understand more about which policy would be better to take out for my needs as I wasn’t very knowledgeable about this. A very professional service, I wouldn’t hesitate to use them again.

Having worked in financial services for 28 years I was very careful to choose really competent people to help me make decisions with my pension.  These guys were completely professional, I received full and clear explanations of all the options available to me and I was given plenty of time to read and re-read all the info and not once rushed for a decision.  I felt completely confident when I made my plans that I had received professional, trustworthy and relevant advice.  I now feel assured that my future finances will be watched over and reviewed with the same diligence and expertise for many years to come.  Cannot recommend highly enough.

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