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Best Financial Services in Bury

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

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

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holcombefinancialservices...

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

TBR® Inspection Report:

FINANCIAL OPTIONS GROUP

Stoneholme, 42 High Street, Walshaw, Bury BL8 3AN Directions

Since 2006

Here’s The Deal:
"
The Financial Options Group is the financial planning firm that provides customised financial solutions to clients. Christian J Pepper is the founder and CEO of the Financial Options Group who has more than 25 years of experience in financial services. He has worked in many companies and individuals to build bespoke strategies and help clients to reach their financial purposes and aspirations. The team provides personalised guidance to achieving your financial goals at every stage of their financial journey. Their emphasis is firmly on giving straight-talking and practical advice, which guides their clients through the complicated financial landscape."

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

[email protected]

financialopts.co.uk

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

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

[email protected]

moscropsfp.co.uk

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

TBR® Inspection Report: