Linked In h&c

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Linked In h&c

  1. 1. Holder and Combes Independent Financial Advisers
  2. 2. FACE TO FACE ADVICE REGULAR REVIEWS 3 CORE BUSINESS PRINCIPLES REGULAR REVIEWS REGULAR REVIEWS REFERRALS REFERRALS REFERRALS FACE TO FACE ADVICE FACE TO FACE ADVICE
  3. 3. Wealth Management Service Financial Planning Service Mortgage Advice Service Discretionary Management Service Fund Manager watch Portfolio x-ray Estate planning 6mth valuations Tax planning Cash flow modelling WEALTH PRESERVATION SUCCESSION PLANNING Advised protection service Advised savings & investment service Advised retirement planning service Newsletter. Bi-Annual Market Commentary. Annual Protection Review. Annual Investment Review. Wills & Trusts. Transactional Mortgage Service included WEALTH CREATION WEALTH PROTECTION Residential, Investment & Commercial Advice, Recommendation & Administration GEARING & LEVERAGE
  4. 4. Holder and Combes Independent Financial Advisers

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