Wealth Management
Wealth Management
At Holcombe Financial Services we specialise in providing comprehensive wealth management services tailored to your unique financial needs and goals. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and investment management.
Whether you’re looking to grow your wealth, protect your assets, or plan for future generations, we offer personalised strategies designed to achieve your objectives. We are committed to delivering exceptional service and expert guidance, ensuring your financial future is secure and prosperous.
As Chartered Independent Financial Advisers, we are not contractually tied to any providers and are able to focus on the whole market to ensure you receive the best possible advice and products to meet your financial goals.
What is wealth management and what do financial planners do?
Our wealth management service is a comprehensive service that combines financial planning, investment management and other financial services such as cash flow modelling to help individuals and families achieve their financial goals.
Our process involves in depth analysis of your current situation, objectives and priorities to create a strategy to achieve your goals. Risk profiling is carried out to determine your willingness and ability to take on investment risk. It is a crucial step in financial planning and investment management as it helps us tailor an investment ideal for you.
After considering your current financial situation, future needs, and risk tolerance we create a bespoke plan for you and allocate assets within your portfolio that match your specific requirements.
The importance of financial planning
Financial planning through our professional advisers is essential for several reasons. It helps you understand your current financial situation and identify areas for improvement. It allows you to set realistic financial goals and create a plan to achieve them. With effective planning you are able to make informed decisions about your money, such as investments, savings, and budgeting.
Why choose Holcombe?
As independent financial advisers, we’re able to research the whole market when recommending the best investments.
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We also have a vast amount of experience acting as financial advisers to many vulnerable individuals. This includes those who’ve been involved in a personal injury, or have been victims of medical negligence, and have suffered catastrophic injuries.
We work with a large number of deputies in the Court of Protection in respect of the financial security of those vulnerable individuals.
Contact Us
If you’d like more information about the services we can offer you or your clients, please contact us
