Holcombe Financial Services are Chartered Financial Planners specialising in providing bespoke financial planning advice to both personal and business clients to help them achieve their financial planning objectives. In line with Government advice our team are working in a combination of being socially distanced in the Ramsbottom office and from home offices.
The Ramsbottom office is open from 9am to 5pm Monday to Friday. This way of working has not and will not interrupt the availability of all of our team to our current and prospective clients. The majority of our client meetings take place via telephone or video conference that is easily set up by us.
The Ramsbottom office is open from 9am to 5pm Monday to Friday. This way of working has not and will not interrupt the availability of all of our team to our current and prospective clients. The majority of our client meetings take place via telephone or video conference that is easily set up by us.
Services
About
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Holcombe Financial Services is a professional and accessible company providing all round financial advice, for individuals, families and businesses. Many of our clients are professionals, entrepreneurs or private investors. Others contact us requiring general financial advice and there are those who may have had a bad experience with advice in the past.
Meet The Team
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Holcombe Financial Services IFA's are a dedicated team of local financial advisers who regularly work alongside professional connections and consultants, particularly for any specialised work. Find out about the team and don't hesitate to contact us. From a friendly chat to something specific we are here to help you.
Services
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We offer a range of services for personal clients, businesses, individuals and families. From Mortgage and Investment Advice to Retirement and Inheritance Tax Planning, the lists below provide a sample of how we can help. Our Bury Financial Advisers, based in Ramsbottom, have clients throughout the North-West.
Personal Investment Advice
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When it comes to saving money from hard earned income or investing a bonus or unexpected windfall there is a wide range of investments available to choose from and a level of jargon which can often be bewildering. We can help you cut through the jargon and determine the investment strategy right for you.
Inheritance Tax Planning
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If you don't plan ahead, 40% of the value of everything you own above 325,000 could go to the taxman when you die. Inheritance tax doesn't only affect the very wealthy. Rising property prices and inflation have meant it's now an issue for an increasing number of people. For the tax year 2017/18, inheritance tax is payable at 40% on all assets over 325,000 (the 'nil rate band'), subject to certain exemptions and reliefs.
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