HOLCOMBE FINANCIAL SERVICES
1 Market Chambers, Ramsbottom, Bury BL0 9AJ Directions
Since 2012
Here’s The Deal:
Holcombe Financial Services specialise in offering bespoke financial planning advice to both business and personal clients to help them achieve their financial goals. Jeremy Bostock is the chartered financial planner and director of the Holcombe Financial Services. He has over 20 years of experience in financial services. His chartered status shows his dedication to the highest standards of services and professionalism. His aim is for the firm as a whole to keep the highest possible industry standards. He plans to proceed to develop successful lifetime relations between the business and its clients. Their dedicated team of local financial advisers are regularly working alongside professional connections and consultants, particularly for any specialised work. Holcombe Financial Services is based in Ramsbottom, Bury, Lancashire, and they cover all aspects of financial planning in Cheshire, Lancashire, and Greater Manchester.
SPECIALITY:
Employee Benefits, Retirement and Corporate Financial Planning, Shareholder, Key Person and Partnership Protection, Life Assurance, Pensions/Auto-Enrolment, Trustee Investments, Capital Investment, Employers Liability, Professional Indemnity, Annuity Advice, Wealth Management, Final Salary Pension & Pensions Advice
Registration 8008671
TBR® Inspection Report:
FINANCIAL OPTIONS GROUP
Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN Directions
Since 2006
Here’s The Deal:
A trusted source of financial advice for more than 15 years, the Financial Options Group has a proven track record for providing high-quality advice and solutions, helping savers and investors to optimise their financial prospects and grow their financial resilience amid today’s unpredictable monetary landscape. Its founder and CEO, Christian J Pepper, specialises in bespoke financial planning and strategic wealth management and has over 30 years’ experience in financial services. His team of expert advisers are driven to deliver best-in-class financial planning with a strong focus on client-adviser relationships. A founding member of the national network ranked the UK’s #1 Financial Adviser in 2019 & 2020 by the Financial Times’ FTAdviser, the firm leverages the standing and scale of Quilter Financial Planning to negotiate exclusive products and create superior value for clients. Its Charitable Foundation, established in 2018, offers ongoing support to many local charities.
SPECIALITY:
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
Registration 06060099
TBR® Inspection Report:
MOSCROPS FINANCIAL PLANNING
2 Millett House, Millett Street, Bury BL9 0JA Directions
Since 1986
Here’s The Deal:
Moscrops Financial Planning is an independent financial planning advisory firm in Bury that provides a clearly defined service, transparent fee structure and effective service. 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. They have four key principles which centre around honesty, reliability, integrity, and value. Peter Bolton and Declan Simpson are partners, and John Veitch is the chartered financial planner of the Moscrops Financial Planning. They operate a transparent charging structure and put their clients’ best interests at the heart of the business. Moscrops Financial Planning serves in Bury, Lancashire and Greater Manchester.
SPECIALITY:
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
Registration 543311