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John Holt Location
Ramsbottom, GB
John Holt Work
2016 -now Company Owner @
2006 -2021 Owner and Company Director @ Independent Financial Advisor Limited
2004 -2006 Financial Planner @
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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