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Corporate Financial Planning

Business Meeting

Corporate Financial Planning

We can help you put the right plans in place to build your financial security over the longer term.

 

Time is rarely on your side when you’re running a business. It takes commitment, hard work, determination and perseverance to succeed. When it comes to business financial planning, you could do with a helping hand to ease the pressure and keep things running smoothly.

 

Without the right help, corporate financial planning can quickly become neglected and often completely overlooked. Effective planning is key, especially as your business grows and financial matters start to become increasingly complex.

 

Where can I get help to create a structured plan to grow my business?

 

How can I realise the market value of my shareholding?

 

How can I reduce the tax I pay?

 

What are the steps I need to take to successfully exit my business?

Our corporate financial planning services

A carefully designed financial plan can give you the freedom to do even more of the things you want – and maybe even others you never thought possible.

Why choose Holcombe?

As independent financial advisers, we’re able to research the whole market when recommending the best investments.

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We also have a vast amount of experience acting as financial advisers to many vulnerable individuals. This includes those who’ve been involved in a personal injury, or have been victims of medical negligence, and have suffered catastrophic injuries.

 

We work with a large number of deputies in the Court of Protection in respect of the financial security of those vulnerable individuals.

Contact Us

If you’d like more information about the services we can offer you or your clients, please contact us

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Testimonials

TESTIMONIALS

The advice I received from Holcombe Financial Services was thorough, personal and very good. I was very satisfied with the technical and product knowledge during our meetings. I did not feel under pressure to make any decisions at any point during the process. I would recommend Emma as she offered very good advice and found us the best deal.

Mr Scott, Bolton

CONTACT
LOCATION
OPENING HOURS

Email: enquiries@holcombefinancialservices.co.uk 

Phone: 01204 238 500

9-11 Peel Brow

Ramsbottom

Bury, BL0 0AA

Mon - Fri: 9am - 5pm

​​Saturday: Closed

​Sunday: Closed

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

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If you wish to register a complaint, please write to or telephone Holcombe Financial Services, 9-11 Peel Brow, Ramsbottom, Bury, BL0 0AA 01204 238 500.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4 567

© Copyright 2023 Holcombe Financial Services & Holcombe Wealth Management Ltd. Holcombe Wealth Management. Registered Company Number 8008671

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