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
- 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 2 emails on RocketReach.
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Top Rosebridge - PFS firm of the year Finalist 2020/21 and 21/22 Employees
Phillip Rose
Group CEO
Manchester, GB
Jonathan Heald
Client Relationship Manager
Bolton, GB
Donna Milligan
Group Risk Assistant
Skipton, GB
Joe Beavis
Chartered Financial Planner
Manchester, GB
Adam Cooper
Financial Planner
Connah's Quay, Wales, GB
Chris Swaby
Chartered Financial Planner
United Kingdom
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