"The Car Service That Cares" - Putting Our Customers First
About Us
Holcombe Financial Services is a premier, independent financial planning practice based in Ramsbottom, Bury. We're passionate about helping individuals and businesses achieve their financial goals and secure their financial well-being.
Our team of experienced Chartered Financial Planners take a personalized and holistic approach to wealth management, working closely with clients to understand their unique circumstances, aspirations, and financial needs. We believe in building long-term relationships based on trust and open communication.
What We Do
We offer a comprehensive range of financial planning services to address every stage of life and wealth journey. This includes:
Personal Financial Planning
- Budgeting and expense management
- Investment planning and portfolio construction
- Retirement planning and optimization
- Estate planning and inheritance tax mitigation
- Key person protection planning
Business Financial Planning
- Business risk assessment and mitigation
- Succession and shareholder protection
- Retirement planning for employees
- Business valuation and financial planning
- Employee incentive and compensation planning
Our Values
At Holcombe Financial Services, we adhere to the highest ethical and professional standards. Our core values are:
- Client-Centricity: We prioritize your needs and goals in all our planning and decision-making.
- Transparency: We believe in clear and open communication, providing regular updates and explaining complex financial concepts in simple terms.
- Integrity: We uphold the highest ethical standards and maintain confidentiality in all client interactions.
- Sustainability: We adopt a long-term perspective, planning for the future and making responsible investment choices.
Our Approach
We take a collaborative approach to financial planning, working alongside our clients every step of the way. This ensures that your plan is tailored to your unique needs and aspirations. We also provide ongoing support and review your plan regularly to ensure it remains relevant and effective as your life and circumstances change.
Summary of Financial Services Reviews
General Feedback
The reviews provided are overwhelmingly positive, with clients expressing satisfaction with the services offered by Holcombe Financial Services. Clients have praised the professionalism, knowledge, and friendly approach of the staff, particularly Lisa Hartley and Jeremy.
Professionalism and Knowledge
Several clients have highlighted the professional and knowledgeable approach of the staff, particularly in areas such as pension advice, mortgage planning, and investment guidance.
Customer Service
Many clients have praised the customer service provided by Holcombe Financial Services, noting that staff were always available for help and advice when needed.
Personal Recommendations
Several clients have recommended the services of Holcombe Financial Services to friends and family, demonstrating their satisfaction with the service provided.
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