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, Mortgages 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

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 

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

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.