Investing in a Better Tomorrow, Today
At Holden & Partners, we are a Chartered firm of independent financial advisers based in Farringdon, London, serving clients across the UK since 2003. Our in-house team of investment managers has an established reputation for their ethical and sustainable approach to investment advice. We specialize in providing expert financial planning services, including ethical and sustainable investment advice, wealth management, pension and retirement planning, financial planning for retirement, financial advice for divorce and separation, and business protection and employee pensions and benefits.
Our Expertise
Our team of experienced financial planners and investment managers is dedicated to providing personalized financial advice and sustainable investment solutions to individuals, families, and businesses. We take a holistic approach to financial planning, considering our clients' personal values, financial goals, and environmental and social responsibilities. Our expert financial planners work closely with our clients to create customized financial plans that align with their values and goals.
Our Services
We offer a wide range of financial planning services, including:
- Ethical and sustainable investment advice: Our investment managers have an established reputation for their expertise in ethical and sustainable investments, and we can help you align your investments with your values and goals.
- Wealth management: Our financial planners can help you manage your wealth and create a personalized wealth management plan that meets your financial goals and objectives.
- Pension and retirement planning: We can help you plan for your retirement, ensuring that you have a comfortable income and a secure financial future.
- Financial planning for retirement: Our financial planners can help you create a personalized financial plan that meets your retirement goals and objectives.
- Financial advice for divorce and separation: We have experience in dealing with the intricacies of divorce settlements and can offer highly qualified financial planners experienced in advising divorcees and ethical pension transfer specialists to support you.
- Business protection and employee pensions and benefits: Our financial planners can help you enhance your employee benefits, offering ethical pension advice and business protection solutions.
Our Philosophy
Our philosophy is inspired by three Anglo Saxon Runes, which stand for wealth, abundance, and protection. We believe that true wealth encompasses more than just material possessions, and that each individual's definition of wealth is unique. We are committed to helping our clients maximize their wealth and achieve their financial goals while adhering to sustainable and ethical investment principles.
Our Commitment to Sustainability
At Holden & Partners, we are committed to reducing our environmental impact and promoting sustainable practices. We believe that sustainable investing and responsible business practices are essential for creating a better future for generations to come.
Excellent Client Experience
The reviewers uniformly praise Holden and Partners for their exceptional service, expertise, and ethical approach to financial management. They highlight the personalized attention, clear explanations, and timely advice received from their dedicated advisors, including Mark Dodds, Steve Pyne, Tim Cosway, and Andy.
Tailored Financial Planning
Clients appreciate the tailored financial plans and guidance provided by Holden and Partners, which have helped them navigate complex financial situations and achieve their goals. They value the company's commitment to ethical investing, which aligns with their own values.
Trust and Confidence
Reviewers express their trust and confidence in the Holden and Partners team, citing their expertise, approachability, and friendly demeanor. They emphasize the importance of having a trusted advisor who can provide reassurance and guidance throughout their financial journeys.
Long-Term Relationships
Many clients have been with Holden and Partners for over a decade, testament to the strong, long-term relationships formed between the company and its clients. They appreciate the stability and continuity provided by their dedicated advisors, who have become an integral part of their financial lives.
Be the first to review Holden & Partners.
Write a Review
