Investment Advice

When it comes to saving money from hard earned income or investing a bonus or unexpected windfall there is a wide range of investments available to choose from and a level of jargon which can often be bewildering. We can help you cut through the jargon and determine the investment strategy right for you.

 

 

Risk

 

Most people accept that an element of risk is inherent in investment. Circumstances typically influence what level of risk is acceptable. With so many potential options, how do you choose the right one for you? We have made it easy.

 

Our approach to investment advice is based on the thorough understanding of your needs and how much risk you are prepared to take. Before we recommend an investment product we will assess your investment objectives, the time frames for your investment, your current and future tax position and of course the degree of risk and potential loss you are prepared to accept. We also help ensure you have an emergency fund set aside for the unexpected. We assess these important factors to ensure our recommendations are in line with the level of risk you are prepared to take in achieving your objectives and that the products selected are appropriate to your tax position and time frame, Holcombe Financial Services can help.

 

The value of investments and any income from them can fall as well as rise and you may not get back the amount invested.

 

Tax

 

Whilst we cannot offer specific tax advice we can advise you of the likely tax implication of our investment product range and how this could impact on your current and future tax position.

 

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

 

How can we Help?

 

Whether you are simply saving for a rainy day, a child's education, supplementing your pension, managing your pensions and investments in retirement or looking to ensure financial planning is tax efficient, Holcombe Financial Services can help.

Call us now

01204 238 500

 

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*

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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.