Meet your local team.

Holcombe Financial Services IFA's are a dedicated team of local financial advisers who regularly work alongside professional connections and consultants, particularly for any specialised work. Find out about the team and don't hesitate to contact us. From a friendly chat to something specific we are here to help you.

Jeremy Bostock
Chartered Financial Planner & Director

Jeremy founded Holcombe Financial Services and feels that he and the team are in a position to exceed the expectations of their clients. Jeremy is a Chartered Financial Planner with over 20 years of financial services experience. Chartered status shows a commitment to the highest standards of excellence and professionalism within the industry. Jeremy’s aim is for the firm as a whole to maintain the highest possible industry standards.  He plans to continue to develop successful lifetime relationships between the business and its clients.

 

E: jeremy@holcombefinancialservices.co.uk

T:  01204 238 500

M: 07894 584 835

Emma Connaughton
Chartered Financial Planner

Emma is a Chartered Financial Planner and has worked in the financial services industry for over 20 years. She is a dedicated professional and is proud to offer the best independent service in all areas of financial planning. This includes Retirement Planning, Investments and Protection. From the beginning to the end of the advice process, she maintains close contact with her clients and is always on hand to help. She is keen to keep in touch with her clients and regularly reviews their arrangements to ensure that they remain suitable.

 

E: emma@holcombefinancialservices.co.uk

T:  01204 238 500

M: 07761 585 700

Craig Bridge
Independent Financial Adviser

Craig has been in the financial services industry for the last 25 year's and brings a wealth of experience to the practice.

He prides himself on excellent service and an attitude where "nothing is too much trouble". He has built up strong client relationships throughout his tenure as a financial adviser.

 

E: craig@holcombefinancialservices.co.uk

T:  01204 238 500

M: 07909 912 111

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Lisa Hartley
Independent Mortgage & Protection Adviser

A self-confessed “people person”, Lisa loves dealing with clients on a day to day basis. Lisa is our practice Independent Mortgage Adviser specialising in Mortgage and Protection advice. Lisa has worked within a well known high street bank for 20 years and is passionate about her clients and her ability to give the best independent mortgage advice.

 

E: lisa@holcombefinancialservices.co.uk

T: 01204 238 500

George Round
Administrator & Trainee Financial Adviser 
Carolyn Jeffs
Chartered Financial Planner 

George has a number of years experience within financial services and is extremely knowledgeable in all areas.  Often a first point of contact for many clients, George is currently undertaking his financial services exams to better himself and the overall service he offers to our practice clients.  Outgoing and personable, George works hard to exceed our clients expectations.

E: george@holcombefinancialservices.co.uk

T: 01204 238 500

Carolyn is a Chartered Financial Planner with 21 years of experience in the industry.  Her friendly and professional approach to financial advice ensures that her clients have the confidence that they are receiving the highest standard of service in all areas of financial planning . Carolyn is committed to providing ongoing personal service and building long term, lifetime relationships with our clients.

E: carolyn@holcombefinancialservices.co.uk

T: 01204 238 500