Welcome to Holden & Partners

portfolios built exclusively around you

the values behind our runestone approach haven’t changed since ancient times

Putting human values first

10% of our investment portfolios are sustainable

so we can make your money work in a way that’s exactly right for you

bespoke financial & investment advice

Holden & Partners - Top 25 IFA Firm Holden & Partners - Members UKSIF Holden & Partners - Chartered Financial Planners

Our aim is to protect and grow the wealth of our clients. Where possible, we encourage investment in sustainable and responsible investment opportunities. We hope this approach will have a positive impact on wider society and the planet as a whole. We have been pioneering this gentle path since 2003 and consequently have unrivalled knowledge in ethical, sustainable and new/emerging investments. 

We know every client has different requirements. It is only by understanding each individual’s values, their attitude towards risk and their expectations of return that can we truly make a difference. Holden and Partners was formed in 2003 by five partners who had previously worked together for a number of years and who collectively have a wealth of experience.

Read more about us.

 

Video holder Responsible Investment Adviser of the Year

Clients say...

Holden & Partners have provided me with personal service, pragmatic advice and shrewd financial planning. They are tried, tested and totally trusted as my advisors.

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Latest...

Awarded Top 25 IFA for the 4th year!

24.06.2014 - Arabella Murphy

Update on inheritance tax

24.06.2014 - Andrew Johnston