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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Just a few of the things we can offer to our Personal Clients

• Help with the protection of Family & Dependants in case of Death, Critical Illness or Disability
  
  
• Help with long term investment and savings for eventual retirement, integrating State Pension benefits

• Help with flexible Retirement Income planning, incorporating both Personal and Employer pensions.

• Help with initial planning and ongoing advice for Drawdown Pensions used to fund retirement income

• Help with Investment planning and reviewing holdings in Unit Trusts/OEICs, Investment and Cash ISAs

• Help with Plan construction of a diversified Investment & Savings Portfolio, including National Savings
  
  
• Help with Income Tax and Inheritance Tax planning, liaising with your accountants, advisers and lawyers.

• Help with tax efficient provision for the significant cost of Long Term Care in residential accommodation

• Help with Equity Release* for older clients, providing them with extra income or access to capital sums**

*THIS IS A LIFETIME MORTGAGE or HOME REVERSION SCHEME. TO UNDERSTAND THE FEATURES AND RISKS, ASK FOR A PERSONALISED ILLUSTRATION.

** Our fees are charged in two stages, an initial fee of £480.00 and then a further fee when the formal offer is issued by the Lender       or Company calculated as 0.25% of the value of the property.  We will refund to you any commission received from the Lender or       Company on completion of the advance, but our minimum combined fee is £800.00.

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.  

YOUR HOME MAY BE REPOSSESSED ID YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE