Holder & Combes Reviews

Holder and Combes appears to have cultivated a strong reputation for providing personalized financial advice and services. Reviews consistently praise the tailored approach to individual financial situations, demonstrating that the company excels in creating clear and realistic plans for their clients. The advisors, principally cited as Scott, Nick, Justin, and Ed, are repeatedly commended for their professionalism, expertise, and patient demeanor. Visual aids and color-coded slides to assist in the understanding of complex information indicate an attentiveness to various client learning styles. It is also clear that timely and responsive communication is a significant aspect of the customer experience, with clients feeling reassured and empowered in their financial decision-making. Trust and long-term satisfaction emerge as recurring themes, with mentions of clients using their services for substantial periods and the company's ability to manage expectations effectively. The company's expertise extends to intricate cases, such as complex remortgages and investment management, reflecting its high-level proficiency in diverse financial scenarios.

We are a financial planning firm determined to help our clients find the very best solutions. We advise on tax, investments, pensions as well as mortgages and insurance where required.