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

Employee Benefits
Shareholder Protection
Corporate Financial Planning
Key person Protection
Life Assurance/Death in Service
Partnership Protection
Pensions / Auto-Enrolment
Trustee Investments
Capital Investment
Employers Liability
Professional Indemnity

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.