Hollycroft Financial Management Ltd

Steven McDade

DipPFS
By putting you at the centre of everything we do enables us to maintain a long-term personal relationship with you and continue to offer effective solutions that will adapt and evolve as your needs and circumstances change over time.

About

I moved to Suffolk from my hometown of Hamilton, Scotland in 1985, In 1990 I joined the Financial Services Industry, starting as a cashier and working my way into a management position with one of the country’s leading high street banks. I won’t mention their name but they do like to give a little bit Xtra!

I qualified as a Financial Adviser in 1998 and in 2002 established Hollycroft Financial Management Ltd.

In December 2010 I joined St. James's Place. The support they provide allows me to focus on promoting the development of long-term relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Outside of my working life I enjoy spending time with my family, attempting to play (veterans) football and getting used to the demands of my wife’s very energetic Standard Poodles.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Testimonials

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Steven has built up a trust with me by clearly explaining (and if necessary, re-explaining) the way in which a particular plan will work. This is very comforting to a client in my position who has little knowledge of the world of finance. He is businesslike and friendly; I feel no pressure in his...

Mrs M Blyton| Woodbridge

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 15/12/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Hollycroft Financial Management Ltd is registered in England and Wales, Number 04528300. Registered Office: 59 Abbeygate Street, Bury St Edmunds, Suffolk, IP33 1LB.