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.

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Why use Holcombe Financial Services?

How we can help

​We assist you in adding to your quality of life through better planning of your personal and business financial planning arrangements. Many people are concerned that their finances do not match with their personal goals and are worried that they are not on track to achieve them. We can ensure that your finances do match your goals by organising your financial plans and reviewing them regularly to help ensure that you are on target.

How we work

​It is the belief of all Independent Financial Advisers at Holcombe Financial Services in Bury, that being open and transparent is the key to successful delivery of financial planning solutions to all of our clients.

​Regular client contact, feedback forms and use of industry specialist feedback websites are an integral part of the management information used when assessing the best ways to improve the systems and procedures within our practise.

​Our key source of new business at Holcombe Financial Services is client referral. We actively seek referrals and understand the need to exceed our existing clients’ expectations in order to achieve this.

​The aim of our business at Holcombe Financial Services is to delight our clients by providing a service over and above what would normally be expected. Our philosophy is to build, manage and protect wealth and this can involve anything from achieving the value from mortgage and protection arrangements, advising on the management of investment or pension/retirement  portfolio, to helping with tax efficient financial planning. Often this means having an impact upon someone’s life at a significant time when the need for advice is crucial.

​In personal terms we can offer valuable advice at crucial times such as buying your first home, getting married/living with your partner, having children, changing jobs, moving house, planning for children’s education, getting divorced, setting up/managing  a business, being made redundant, dealing with illness or an accident, approaching retirement, managing your retirement, inheriting assets or dealing with an estate.

​We believe that investment success comes from the consistent application of a robust process which is directly linked to our investment process and philosophy.  However you could apply this philosophy to any area of financial services, which is something we look to implement for our clients.

​All IFA's at Holcombe Financial Services in Ramsbottom, Bury are qualified, approachable , trustworthy, personable and have the skills to tailor their service to every client's needs. As a company we pride ourselves upon maintaining the highest standards and integrity.