Our ​Services

We offer a range of services for personal clients, businesses, individuals and families.  From Mortgage and Investment Advice to Retirement and Inheritance Tax Planning, the lists below provide a sample of how we can help. Our Bury Financial Advisers, based in Ramsbottom, have clients throughout the North-West. For a friendly chat or to find out more about what we can do, call us on 01204 238 500, use the form at the bottom of the screen or email us at enquiries@holcombefinancialservices.co.uk.

Personal Financial Planning

  • ​Mortgage Advice

  • Equity Release

  • Investment Planning

  • Ethical Investments

  • Annuity Advice

  • Wealth Management

  • Retirement Planning

  • Final Salary Pension Advice

  • Pensions Advice

  • Trustee Investments

  • Estate Planning

  • Inheritance Tax Advice and Planning

  • Life Assurance

  • Critical Illness Protection

  • Illness or Accident Protection 

  • Unemployment Cover

  • Divorce Advice

Business Financial Planning

Financial Bulletins

 

At key times during the year, we have a number of financial bulletin's that we release to help navigate through the complexities of recent announcements.

​Latest​ Bulletins:
   Call Us: 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*

The internet is not a secure medium and as such, the privacy of your data cannot be guaranteed. Any details supplied will not be held or used for marketing purposes.

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

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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.