HOLCOMBE FINANCIAL SERVICES & HOLCOMBE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Financial Services Administrator
Extremely organised and personable, Amanda has over ten years' administration experience within Financial Services. She prides herself on being pro-active, getting the job done and enjoys dealing with our clients. Amanda has an eye for detail and works under her own initiative, often already busy with client work ahead of time. Customer service is very important to Amanda which we feel that our clients really appreciate.
Job Titles:
- Chartered Financial Planner
Carolyn is a Chartered Financial Planner with 21 years of experience in the industry. Her friendly and professional approach to financial advice ensures that her clients have the confidence that they are receiving the highest standard of service in all areas of financial planning . Carolyn is committed to providing ongoing personal service and building long term, lifetime relationships with our clients.
Job Titles:
- Independent Financial Adviser
Craig has been in the financial services industry for the last 25 year's and brings a wealth of experience to the practice.
David's work for the firm is non client facing and involves work on the business structure including marketing, planning and accountancy.
Job Titles:
- Chartered Financial Planner
Emma is a Chartered Financial Planner and has worked in the financial services industry for over 20 years. She is a dedicated professional and is proud to offer the best independent service in all areas of financial planning. This includes Retirement Planning, Investments and Protection. From the beginning to the end of the advice process, she maintains close contact with her clients and is always on hand to help. She is keen to keep in touch with her clients and regularly reviews their arrangements to ensure that they remain suitable.
Job Titles:
- Financial Services Administrator
Freddie is our Junior Administrator who is currently training up in all areas of financial services.
Job Titles:
- Financial Services Administrator
Gina has decades of experience within financial services and is extremely knowledgeable in all areas. Often a first point of contact for many clients. Outgoing and personable, Gina works hard to exceed our clients expectations.
Job Titles:
- Chartered Financial Planner & Director
Jeremy founded Holcombe Financial Services and feels that he and the team are in a position to exceed the expectations of their clients. Jeremy is a Chartered Financial Planner with over 20 years of financial services experience. Chartered status shows a commitment to the highest standards of excellence and professionalism within the industry. Jeremy's aim is for the firm as a whole to maintain the highest possible industry standards. He plans to continue to develop successful lifetime relationships between the business and its clients.
Job Titles:
- Independent Mortgage Adviser