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Retirement Planning

Retirement Planning

Make confident choices about your pension and retirement. Have a free chat with our team to see how we could help you with your pension planning and retirement.

Questions to ask yourself…

Not all financial advisers specialise in retirement planning, but we do.

 

Speak to one of our financial advisers today to see how we can help with planning for your retirement.

 

  • Is my pension secure and not at risk from market dips?​

  • When can I retire, and will I have enough money?​

  • What plans do you have for retirement, and can I afford them?

Retirement planning is becoming increasingly important

Probably the most ignored part of your everyday finances is putting money towards your retirement. For some, retirement is decades away, so why think about it now? Others feel that they’re so far behind on savings that their situation is hopeless. Neither is true. It’s never too late to start saving and equally true; it’s never too early.

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Retirement planning can be complicated. Getting help early might be the key to retiring comfortably, but even if you’re older and behind on your savings, our financial advisers could potentially find unexpected ways to improve your retirement funds or make them stretch further.

What to expect

Expert advice in three simple steps

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We’re committed to going the extra mile, holding your needs and requirements at the centre of our trusted advice. Everybody is different, and the financial advice we deliver reflects that. Our professional advice is always relevant, personalised and tailored to you.

Get in touch

Give us a call or use our contact form and we can contact you. One of our friendly pension professionals will discuss your enquiry to get a better understanding of your situation.

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Analyse and report

As soon as you give us authority to work on your behalf, our team will get started analysing your pensions to produce an in-depth report and assess against the market.

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The choice is yours

Your expert pension adviser will deliver their assessment and ensure you fully understand the advice given. Now you will be able to make informed decisions.

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Testimonials

TESTIMONIALS

Jeremy was very helpful he explained things very well and dealt with my parents who are both in the 80’s with sensitivity. He dealt with all the excessive paperwork all of us had, and now we have investments and pensions information which is all together on our own accounts, and can be checked for progress at any time. I have found that if I have a query it is dealt with straight away and we feel comfortable with the team involved in asking questions.

Mrs Shaw, Rochdale

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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