Jeremy Bostock

Based in the centre of Ramsbottom, Bury, Lancashire, I am a Chartered Financial Planner and Director of Holcombe Financial Services. I specialise in wealth management, cashflow modelling and lifestyle planning. Many of my clients are on a pathway to retirement, about to retire or are already in retirement. All of my clients require bespoke wealth management services. I am passionate about creating a partnership with my clients where they enjoy the exact lifestyle that they require on an ongoing basis for their lifetime. The provision of the right financial plan, meticulously prepared and regularly reviewed, provides a foundation for this. However, attention to physical and mental health / wellbeing is also crucial in attaining this, which forms a key part of our discussions and is a huge influence upon my work. I have the highest standards for my clients and also set these for the business as a whole. As a Chartered Financial Planner and Independent Financial Adviser with over 25 years of financial services experience I am suited to advising both experienced and inexperienced clients. Being Independent means that I have no contractual ties to any product providers and can research the whole market to arrive at the best solution. Chartered Status shows a commitment to the highest standards of excellence and professionalism within the industry. Holders of Chartered Status must comply with the Chartered Insurance Institute membership requirements, including adhering to Continued Professional Development requirements and abiding by the industry code of ethics. This independence and ability to work for my clients without any ties to other organisations is crucial to delivering the best client outcomes. Some of my clients are totally inexperienced investors and some are the most sophisticated. My work is detailed and thorough which includes risk management, cashflow modelling and projections so that you can see that your plan works for you both now and in the long term. Both immediately and over time, my goal is that my clients feel very comfortable that they have a complete financial plan, planned short term ,medium term and for the rest of their lifetime. Like the business as whole, I pride myself on being professional and approachable to everyone.