Louise Fitzgerald has qualified as an independent financial adviser with Horlock Holdcroft Ltd in Uckfield.
She joined the firm three-and-a-half years ago with a customer service and payroll background and immediately expressed an interest in getting involved in the financial advice side of the business.
Now three years of training and six exams later she has gained her diploma. She is experienced in all areas of financial planning, with specialist understanding of savings and investments, pension planning, drawdown and transfers, Self-Invested Personal Pensions (SIPPs), and individual and family protection solutions.
Horlock Holdcroft now has four financial advisers and three other team members, two administrators and one person dealing with management of workplace pension schemes.
Director Nick Holdcroft says they have a good mix of people working in a happy environment and the business is doing well, including at Automatic Enrolment Solutions, set up in 2015 to help employers establish workplace pension schemes, and which has 200 clients now.
He says the company has more than 70 years of combined experience in the financial services profession and added: “We strongly believe that independent advice should be accessible to all and at a fair price.
“We are committed to providing our clients with a continuous high level of customer service with our specialised team of advisers in a professional and friendly environment.”
Horlock Holdcroft is based in Office Village just behind Waitrose in Uckfield. People are welcome to pop in and a free initial consultation is offered as standard, with no obligation. Feel free to call on 01825 766130 or email firstname.lastname@example.org.
• Horlock Holdcroft Financial Consultants Ltd is authorised and regulated by the Financial Conduct Authority and is independent. This means its advisers are able to provide impartial advice on products and companies from the whole of the market and can recommend the most appropriate solution to suit each client’s particular circumstances. The firm says this ensures clients benefit from extensive choice, value for money and high-quality service.