bryan j hollingsworth

chartered financial planner

guidance, advice, support

Bryan J Hollingsworth ACII DipPFS CeMAP is a member by examination of The Personal Finance Society

Bryan J Hollingsworth is an Appointed Representative of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority

Bryan J Hollingsworth FCA No 152663 - Julian Harris Financial Consultants FCA No 153566

All content on this website is aimed at UK taxpayers or residents of MiFID countries (if applicable).   Decisions should not be taken based solely on the content of this website and individual advice should be sought first.   Regulations, levels and bases of taxation are subject to change.

The firm is not responsible for the content of any external links.

Please be aware that some aspects of Tax Planning, Will Writing, Auto Enrolment and National Savings & Investments are not regulated

by the Financial Conduct Authority.

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Why use my professional planning services ?

Quite simply, I provide impartial and independent advice tailored to your specific and individual requirements.

Maybe you have accumulated over the years a confusing array of various life insurance policies, pension plans and investments (probably purchased through a whole range of different advisers and salesman) and you wish to put in place a proper thought out structure and strategy.

You could have reached retirement, need advice on the new Pension Freedoms and how best to use the monies accumulated in your various Pension Plans. You might have already received individual guidance from PensionWise but not be quite sure how to put the decisions into a practical strategy.

Perhaps you have just inherited a lump sum and would benefit from some straightforward practical advice on the many alternatives open to you, to ensure you select one that most meets your objectives, without involving more risk than you are able to accept.

If you are considering starting your ‘own’ pension fund using a SIPP (Self Invested Personal Pension) ready for a future Drawdown Pension, you ought to talk to me first to ensure you have considered all your various options.

You could be running your own business and need a review of the employee benefits provided for you and your employees to ensure you are obtaining value for money and meeting all the relevant regulations & new legislation.

An initial consultation can usually be arranged without obligation - this then gives us an ideal opportunity to discuss your exact requirements, your needs & objectives and how our professional services can be of invaluable assistance to you in both the short and longer term.