About

Holcombe Financial Services is a professional and accessible company providing all round financial advice, for individuals, families and businesses.

Many of our clients are professionals, entrepreneurs or private investors. Others contact us requiring general financial advice and there are those who may have had a bad experience with advice in the past. There are also those who have had their affairs left without meaningful reviews in recent times.

Often, we are the company of choice when someone experiences a significant life event.

Example 1:  If you leave your employer, whether due to redundancy or for another opportunity, your affairs will often need to be reviewed. There could be a loss of employer benefits. Company Pension provision may have been built up that now requires advice. If you have a Final Salary Company Pension or Defined Contribution Company Pension, our Independent Financial Advisers in Bury can help you to make the right decision for your circumstances.     

Example 2: In times where there is illness within a family, or where someone requires help upon the death of a family member, Holcombe Financial Services can provide the empathy, understanding, reassurance and professional advice that the situation requires. 

Generally, our clients want to make sure they have the right information, minimise their tax liabilities and maintain a good standard of living.

What Makes us Different...

  • We take the time to listen to our clients and provide outcome based advice

  • Our technical skills combined with our interpersonal skills help to provide accurate solutions at all levels in a comfortable environment.

  • One of our greatest strengths is our ability to deal with real people and businesses; we don’t have an ideal client – we are able to shape our services around you.

  • We have an ongoing commitment to Continuous Professional Development (CPD) which demonstrates our wide range of skills and experience and our determination to make every client pleased that they found us.

  • We have many years of industry experience within and outside of the high street banks that gives us the wealth of knowledge required to deal with all types of financial situations. 

  • Introduction to our Investment Process and Philosophy.  This outlines our beliefs about investment and explains our approach to advising you on managing your money, both initially and on an ongoing basis.  It also helps you understand how you can become involved with investment decisions.

Fees...

The first meeting with Holcombe Financial Services is provided at our cost. Our Wealth Management costs are transparent. They are based upon the type of advice you require and the amount of assets you invest. All clients are treated fairly and subject to one charging structure which can be paid directly or facilitated by your investment. Mortgage and Insurance business is provided on a commission or fee basis, or a combination of the two.      

Call us now

01204 238 500

Address:

​Holcombe Financial Services

1 Market Chambers
Ramsbottom
Bury
Lancashire

BL0 9AJ

Company Details:

Company Number: 8008671

Contact us

Contact us using our on-line form below, email us directly at enquiries@holcombefinancialservices.co.uk or call us on 01204 238 500*

The internet is not a secure medium and as such, the privacy of your data cannot be guaranteed. Any details supplied will not be held or used for marketing purposes.

Areas Of Advice

Local Independent Financial Advisers based in Ramsbottom, Bury, Lancashire, we cover all aspects of Financial Planning in Lancashire, Cheshire and Greater Manchester

Financial Advisor Bury, Financial Adviser Bury, Financial Adviser Bolton, Financial Adviser Greenmount, Financl Adviser Harwood,Financial Adviser Hawkshaw, Financial Adviser Holcombe Brook, Financial Adviser Rochdale, Financial Advisor Holcombe Brook, Financial Advisor Rawtenstall, Financial Advisor Tottington, Financial Advisors Bury, Financial Advisors Ramsbottom, Financial Advisors Rossendale, Inheritance Tax Advice Bury, Inheritance Tax Advice Ramsbottom, Inheritance Tax Advice Ramsbottom, Inheritance Tax Advice Rawtenstall, Investment Advice Hawkshaw, Investment Advice Ramsbottom, Investments Rochdale, Mortgage Advice Bury, Mortgage Bolton, Mortgages Bury, Mortgage adviser Greenmount, Pensions Advice Bury, Pensions Adviser Bury, IFA Bury, IFA Ramsbottom, IFA Greenmount, IFA Holcombe Brook, IFA Bolton, IFA Haslingden, IFA Rawtenstall, IFA Tottington, IFA Blackburn, IFA Rochdale, IFA Hawkshaw, IFA Bamford, IFA Harwood, IFA Rossendale, IFA Harwood , Pension advice Ramsbottom, Pensions adviser Ramsbottom, Pensions advisor Ramsbottom, Pensions Advice Rochdale, Pensions Bamford, Pensions advice Bolton, IFA Bury, IFA Ramsbottom, IFA Greenmount, IFA Holcombe Brook, IFA Bolton, IFA Haslingden, IFA Rawtenstall, IFA Blackburn, IFA Rochdale, IFA Hawkshaw, IFA Bamford, IFA Harwood, IFA Rossendale, IFA Harwood , Pension advice Ramsbottom, Pensions adviser Ramsbottom, Pensions advisor Ramsbottom  Pensions Harwood, Pensions Ramsbottom, Retirement Planning Ramsbottom,Final Salary Pension advice Bury, Defined Benefit Pension Advice Bury, Final Salary Pension Advice Ramsbottom, Defined Benefit Pension advice Ramsbottom, Final Salary Pension Transfer Advice Bury, Final Salary Pension Transfer Advice Ramsbottom,  Final Salary Pension Transfer Advice Bolton, Final Salary Pension Transfer Advice Rochdale, Final Salary Pension Transfer Advice Blackburn, Final Salary Pension Transfer Advice Manchester.

The information on this website is for use of residents of the United Kingdom only.  No representations are made as to whether the information is applicable or available in any other country which may have access to it.

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

​​© Copyright 2018 Holcombe Financial Services & Holcombe Wealth Management Ltd. Holcombe Wealth Management. Registered Company Number 8008671.