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Holcombe Financial Services
Recommendations & Reviews
About us
Holcombe Financial Services are now located in the heart of the picturesque and bustling village of Ramsbottom.
We are a dedicated team offering face to face complete Financial Planning solutions for both personal and business clients.
At Holcombe Financial Services we genuinely care about our clients and their financial wellbeing.
Our philosophy is to build long term relationships via face to face financial planning with both individual and corporate clients.
The company was formed by Jeremy Bostock in 2012 as we are advocates of the improved standards required within the industry following the goverment Retail Distribution Review. We passionately believe that through our vast experience and commited professional standards, we can give the bespoke service that our clients always require. Our clients come from all walks of life, with a wide variety of financial planning needs.
We're passionate about safeguarding our clients interests, and appreciate the importance of each client's individual needs when producing a financial planning strategy specifically tailored to each situation.
Our advisers have the ability to explain highly complex, technical areas such as Wealth Management, Inheritance Tax and Retirement Planning with clarity and simplicity. Equally we have the knowledge, passion and tenacity to offer the best solutions in other areas such as Mortgages, Protection and other areas of Tax Planning.
In terms of mortgages... your home may be repossessed if you do not keep up repayments on your mortgage.
A fee of £995 or 1% of the loan if greater is payable on completion. Typically this will be £395
Our reputation is built by word of mouth, and our clients are always the most important part of our business.
We are a dedicated team offering face to face complete Financial Planning solutions for both personal and business clients.
At Holcombe Financial Services we genuinely care about our clients and their financial wellbeing.
Our philosophy is to build long term relationships via face to face financial planning with both individual and corporate clients.
The company was formed by Jeremy Bostock in 2012 as we are advocates of the improved standards required within the industry following the goverment Retail Distribution Review. We passionately believe that through our vast experience and commited professional standards, we can give the bespoke service that our clients always require. Our clients come from all walks of life, with a wide variety of financial planning needs.
We're passionate about safeguarding our clients interests, and appreciate the importance of each client's individual needs when producing a financial planning strategy specifically tailored to each situation.
Our advisers have the ability to explain highly complex, technical areas such as Wealth Management, Inheritance Tax and Retirement Planning with clarity and simplicity. Equally we have the knowledge, passion and tenacity to offer the best solutions in other areas such as Mortgages, Protection and other areas of Tax Planning.
In terms of mortgages... your home may be repossessed if you do not keep up repayments on your mortgage.
A fee of £995 or 1% of the loan if greater is payable on completion. Typically this will be £395
Our reputation is built by word of mouth, and our clients are always the most important part of our business.
Hours of operation
Monday9:00AM - 6:00PMTuesday9:00AM - 6:00PMWednesday9:00AM - 6:00PMThursday9:00AM - 6:00PMFriday9:00AM - 6:00PMSaturday9:00AM - 11:59PMSunClosed
CLOSED NOW
Recommendations and reviews from 1 person
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Referral from
March 27, 2015
Hannah B. asked:Any recommended business or financial advisor's in Ramsbottom?Mark C. replied:https://m.facebook.com/holcombefs
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