About Us

Who are Horlock Holdcroft?

Since Horlock Holdcroft Financial Consultants Ltd. was established in 2010, our team has doubled in size and 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 team is made up of 4 Independent Financial Advisers (IFAs), all specialising in different areas.

Our Team

Nick Holdcroft, DipPFS, EFA

Tel: 01825 766 130

About Nick

Nick has over 25 years’ experience in the financial service industry and is Diploma qualified. He is experienced in all areas of financial planning with specialist understanding of:

  • Pension drawdown and 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

Winner 2010 Financial Times SIPP Planner of the year award

Louise Fitzgerald, DipPFS, EFA, CertPFS (DM)

Tel: 01825 766 130

About Louise

Louise is a Diploma qualified Independent Financial Adviser, currently completing her exams to become Chartered. 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.

Louise was shortlisted for Professional Adviser’s 2021 ‘Woman of the Year – Financial Adviser of the Year – South East and Marketing Influencer of the Year’ award and ‘New Talent Awards 2020 – Marketer of the Year’.

She also has a YouTube channel, releasing monthly videos about all things money. Go and check it out! (Please note, content does not constitute advice).

Hayley Jaggers, CFPCM, Chartered MCSI, Dip PFS

Tel: 01825 766 130

About Hayley

Hayley has 25 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 specialist understanding of:

  • Corporate pension and employee benefits
  • Pension planning
  • Savings and investments
  • Taxation and trusts
  • Long term care fees and planning for later life.

Certified Financial PlannerCM Professional

Jeremy Hallett, DipPFS, EFA

Tel: 01825 766 130

About Jeremy

Jeremy has over 25 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:

  • Pensions and investments
  • Individual and family protection solutions
  • Income protection
  • Life assurance
  • Critical Illness Cover
  • Shareholder and Key Person Protection for businesses.

 

Ellie Coffey

Tel: 01825 766 130

About Ellie

Ellie is our Trainee Paraplanner, supporting the administration team as well as the advisers, working principally with adviser Jeremy. Ellie deals in particular with insurance and protection administration, and is in charge of Horlock Holdcroft’s social media, website maintenance, and team social calendar.

She has a background in both administration and customer services, and is currently working towards the Level 4 Certificate in Paraplanning through the Chartered Insurance Institute

Zuzana Youster

Tel: 01825 766 130

About Zuzana

Zuzana is our Senior Administrator offering excellent customer service and committed to providing dedicated client support and administrative support to advisers Nick, Louise and Hayley. She is on hand to deal with queries relating to:

  • Existing policy information, valuations and amendments
  • Change of personal details
  • New business progress updates
  • Provider correspondence queries.

Katie Jones

Tel: 01825 766 130

About Katie

Katie is our Financial Services Administrator, performing receptionist duties for the firm, carrying out general office tasks, and providing administrative support to Senior Administrator Zuzana as well as the advisers.

Katie’s main responsibilities include:

  • Helping clients, as well as providers, with any queries they may have
  • Tracking progress on new business cases
  • Maintaining client records
  • Completing client review paperwork.

 

If you would like the opportunity to discuss any issues that concern you, please contact our team for more details on our services at admin@horlockholdcroft.co.uk or by calling the office directly on 01825 766 130.