BEST RATED » BURY » FINANCIAL SERVICES

Best Financial Services in Bury

Expert recommended Top 3 Financial Services in Bury, UK. All of our financial services face a rigorous 50-Point Inspection, which includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!

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.

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Reviews

Mon - Fri 9:00 am - 6:00 pm
Sat 9:00 am - 12:00 pm
Sun Closed

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

[email protected]

financialopts.co.uk

Reviews

Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

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

[email protected]

moscropsfp.co.uk

Reviews

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report