HOLCOMBE FINANCIAL SERVICES
1 Market Chambers, Ramsbottom, Bury BL0 9AJ Directions
Since 2012
Employee Benefits, Shareholder Protection, Corporate Financial Planning, Key Person and Partnership Protection, Life Assurance, Pensions/Auto-Enrolment, Trustee Investments, Capital Investment, Employers Liability, Professional Indemnity, Annuity Advice, Wealth Management, Retirement Planning, Final Salary Pension & Pensions Advice
Holcombe Financial Services is a professional and accessible company providing all-round financial advice, for individuals, families and businesses. Jeremy founded Holcombe Financial Services and feels that he and the team are in a position to exceed the expectations of their clients. Their dedicated team of local financial advisers who regularly work alongside professional connections and consultants, particularly for any specialised work. Many of their clients are professionals, entrepreneurs or private investors.
TBR® Inspection Report
FINANCIAL OPTIONS GROUP
Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN Directions
Since 2002
Savings, Pensions and Investment Strategy, Investment Funds and Bonds, Mutual Funds, Offshore, Equity Release, Asset Allocation, Individual savings account, Insurance and Corporate planning, Wealth Management & Mortgage
The Financial Options Group provides them with personalised advice, guide them to better financial choices and help them achieve their financial goals. Christian is the founder of The Financial Options Group and has more than 25 years’ experience in financial services. They add value to their clients through a process of suitability and offer a comprehensive range of services. The Financial Options Group offers a wide range of customised solutions, whether you want to grow, preserve or transfer your wealth to the next generation.
Registration 6060099
TBR® Inspection Report
MOSCROPS FINANCIAL PLANNING
2 Millett House, Millett Street, Bury BL9 0JA Directions
Since 1986
Pension, Estate, Inheritance Tax, Financial and Retirement Planning, Shareholder and Partnership Protection Key Person Insurance, Unit Trusts, Income Bonds, Open Ended Investment Companies, Individual Savings Accounts, Life Insurance, Deposit Based & Asset-Backed Investments
Moscrops Financial Planning offers independent financial planning advice for a hugely varied list of clients around Bury, Lancashire and Greater Manchester. Their core values ensure they act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything they do. The company operate a transparent charging structure and put their clients’ best interests at the heart of the business. They offer a clearly defined service, transparent fee structure and an effective service proposition.
Registration OC360289