Holcombe Financial Services

Holcombe Financial Services Chartered Financial Planners
‘Building, Managing & Protecting Wealth’ We are a dedicated, chartered firm, offering remote and face to face advice.

Holcombe Financial Services are now located in the heart of the picturesque and bustling village of Ramsbottom. We offer complete, holistic, fully independent financial planning solutions for both personal and business clients. At Holcombe Financial Services we genuinely care about our clients and their financial wellbeing. Our philosophy is to build long term relationships via face to face financ

ial planning with both individual and corporate clients. The company was formed by Jeremy Bostock in 2012 as we have been advocates of the improved standards required within the industry following the goverment Retail Distribution Review. We passionately believe that through our vast experience and commited professional standards, we can give the bespoke service that our clients always require. Our clients come from all walks of life, with a wide variety of financial planning needs. We're passionate about safeguarding our clients interests, and appreciate the importance of each client's individual needs when producing a financial planning strategy specifically tailored to each situation. Our advisers have the ability to explain highly complex, technical areas such as Wealth Management, Inheritance Tax and Retirement Planning with clarity and simplicity. Equally we have the knowledge, passion and tenacity to offer the best solutions in other areas such as Mortgages, Protection and other areas of Tax Planning. Our reputation is built by word of mouth, and our clients are always the most important part of our business.

sending our best wishes to everyone for the holiday period and for 2026! Our thoughts are with everyone who finds this t...
22/12/2025

sending our best wishes to everyone for the holiday period and for 2026! Our thoughts are with everyone who finds this time of year more difficult ❤️

festive staff afternoon out .. great food, drink & service
07/12/2025

festive staff afternoon out .. great food, drink & service

27/11/2025

A summary of the Autumn Budget…

Wow! Only a £5k deposit required for mortgages up to 99% loan to value. One applicant must be a first time buyer. 012042...
28/03/2024

Wow! Only a £5k deposit required for mortgages up to 99% loan to value. One applicant must be a first time buyer. 01204238500 or [email protected] if you have any enquires ..

Estate planning is a crucial aspect of financial planning. To ensure that your wishes are followed through, as well as a...
26/06/2023

Estate planning is a crucial aspect of financial planning. To ensure that your wishes are followed through, as well as a will, it is important to consider powers of attorney, trusts where relevant and look at your plan holistically. This can also help in terms of remaining in control of your financial plans in all situations. We offer value for money, holistic planning, that takes everything into account on a bespoke basis, even if only one aspect of this is your priority. If you have an estate planning enquiry, please contact our expert, Lisa Hartley, on 01204238500 or [email protected] .. (survey done by Canada Life)

Interesting post by with . He advises ‘Divide the age at which you started paying in by 2 and this is the annual perce...
25/05/2023

Interesting post by with . He advises ‘Divide the age at which you started paying in by 2 and this is the annual percentage you should pay’. This is something we are often asked about and discuss individually with clients. Anything that encourages contributions is positive but more detailed projections, regularly reviewed are recommended and available ..

It’s so kind of our clients to recognise Lisa’s work on their mortgage, protection and estate planning. Our mortgage tea...
31/01/2023

It’s so kind of our clients to recognise Lisa’s work on their mortgage, protection and estate planning. Our mortgage team offer fully independent advice on all situations including unusual circumstances and where there may have been credit issues. Whatever your circumstances please reach out if you need help 💐

Happy New Year from everyone at HFS! We look ahead into 2023 and although we aren’t in the habit of making predictions, ...
04/01/2023

Happy New Year from everyone at HFS! We look ahead into 2023 and although we aren’t in the habit of making predictions, here are a few from reputable sources for you to consider..

Due to increased demand for mortgage and protection services we have expanded our team in this area. We are delighted th...
13/12/2022

Due to increased demand for mortgage and protection services we have expanded our team in this area. We are delighted that Nancy Walsh has decided to join us. A top performer in a national bank for many years, Nancy is known to our team having previously worked with some of us many years ago. Customer service is at the heart of everything Nancy does. As is required in the current climate we have immediate availability for enquiries going forward ..

feeling festive🎄
13/12/2022

feeling festive🎄

Address

9-11 Peel Brow
Ramsbottom
BL00AA

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 12pm

Telephone

+441204238500

Website

http://twitter.com/holcombefs

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