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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.

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Personal Financial Planning

  • ​Mortgage Advice

  • Lifetime Mortgages

  • 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

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Business Financial Planning

Financial Belletins
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*

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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

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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

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 2022 Holcombe Financial Services & Holcombe Wealth Management Ltd. Holcombe Wealth Management. Registered Company Number 8008671.

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