Since Horlock Holdcroft Financial Consultants Ltd was established in 2010 we have doubled in size and our team is still growing.
Our office is based in Uckfield, East Sussex, but our services are not limited to the local area and we pride ourselves on delivering a nationwide service to individuals and companies all over the UK.
Our key individuals include:
Nick Holdcroft Dip PFS
Director and Independent Financial Adviser
Winner 2010 Financial Times SIPP Planner of the year award
Nick has over 20 years experience in the financial services profession and is Diploma qualified. He is experienced in all areas of financial planning, with a specialist understanding of:
Pension Drawdown, Pension transfers
Small Self Administered Schemes (SSAS)
Self Invested Personal Pensions (SIPP) including property purchases, SSAS and Executive Pension Plan wind ups
Pensions and Divorce
Hayley Jaggers Dip PFS, CFPCM
Certified Financial PlannerCM Professional
Independent Financial Adviser and Director of Automatic Enrolment Solutions Ltd.
Hayley has over 20 years experience in the financial services profession and is committed to providing quality financial advice built around client specific needs and objectives. She is experienced in all areas of financial planning with a specialist understanding of:
Corporate Pension and Employee Benefits
Long Term Care fees and planning for later life
Savings and Investments
Taxation and Trusts
Jeremy Hallett Dip PFS
Independent Financial Adviser
Jeremy has over 20 years experience in the financial services profession and is Diploma qualified. He is an associate of the institute of Professional Will Writers and is experienced in all areas of financial planning, with a specialist understanding of:
Individual and family protection solutions
Critical Illness cover
Shareholder and Key Person protection for businesses
Please note, the Financial Conduct Authority do not regulate will writing services.
Louise Fitzgerald Dip PFS
Independent Financial Adviser
Louise is a Diploma qualified Independent Financial Adviser. She is committed to providing quality financial advice built around client specific needs and objectives. She is experienced in all areas of Financial Planning, with specialist understanding of:
• Savings and investments
• Pension planning
• Pension drawdown and pension transfers
• Self-Invested Personal Pensions (SIPP)
• Individual and family protection solutions
Ellie is a Senior Administrator, overseeing office and administrative duties, supporting the Financial Services Administrator, and providing administrative assistance to advisers Hayley and Jeremy. Ellie has a background in administration and customer services, and offers support to both advisers and clients.
Financial Services Administrator
Zuzana is a Financial Services Administrator offering excellent customer service and committed to providing dedicated client support and administration. She is on hand to deal with queries relating to existing policy information, valuations and amendments; change of personal details; New business progress updates; and Provider correspondence queries.