John Holt Email
Company Owner @ Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22
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John Holt Location
- Ramsbottom, GB
John Holt Work
- Company Owner @ (April 2016 - Present)
- Owner and Company Director @ Independent Financial Advisor Limited (April 2006 - December 2021)
- Financial Planner @ (June 2004 - April 2006)
John Holt Skills
- Inheritance Tax Planning
- Pensions
- Income Protection
- Retirement Planning
- Critical Illness
- Investments
- Strategic Financial Planning
- Wealth Management
- Financial Advisory
- High Net Worth Individuals
- Life Insurance
- Wealth
- Retirement
- Private Equity
- Asset Management
- Savings
- Protection
- Wealth Management Services
- Investment Advisory
- Investment Strategies
- High Net Worth
- Strategic Financial
John Holt Summary
- John Holt, based in Ramsbottom, GB, is currently a Company Owner at Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22. John Holt brings experience from previous roles at Independent Financial Advisor Limited and BDO Stoy Hayward. With a robust skill set that includes Inheritance Tax Planning, Pensions, Income Protection, Retirement Planning, Critical Illness and more. John Holt has 1 emails on RocketReach.
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Top Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22 Employees
Don Wild
Consultant
Rackenford, England, GB
Phillip Rose
Group CEO
Manchester, GB
John Holt
Company Owner
Ramsbottom, GB
Jonathan Heald
Client Relationship Manager
Bolton, GB
David Reece
Client Relationship Manager
Ramsbottom, GB
Donna Milligan
Group Risk Assistant
Skipton, GB
Adam Cooper
Financial Planner
Connah's Quay, Wales, GB
Sinéad O'Rourke
Trainee Client Relationship Manager
England, United Kingdom
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