The Holden & Partners team is committed to client relationships, first in class service and our ethical and sustainable investment advice. Together we put our clients first and seek to make a positive impact on the environment and society in all that we do whether that be in business protection, retirement and pension planning, wealth management or environmental, social and governance (ESG) investment advice.

Steven Pyne

Steven Pyne

Financial Planner & Managing Partner

Reece Biggadike

Reece Biggadike

Financial Planner & Partner

Tim Cosway

Tim Cosway

Financial Planner & Partner

Mark Dodd

Mark Dodd

Financial Planner & Partner

Andrew Johnston

Andrew Johnston

Financial Planner & Partner

Mark Pate

Mark Pate

Financial Planner & Partner

Stefani Williams

Stefani Williams

Financial Planner & Partner

Neil Sargeant

Neil Sargeant

Senior Financial Planner

Dom Clark

Dom Clark

Financial Planner

Bruce Davies

Bruce Davies

Financial Planner

Craig Young

Craig Young

Financial Planner

Paul Dennis

Paul Dennis

Investment Director

James Richardson Mullins

James Richardson Mullins

Investment Analyst

James Richards

James Richards

Investment Administrator

Steven Graves

Steven Graves

Operations Director

Emma Wilkinson

Emma Wilkinson

Operations Manager

Simon Grimmond

Simon Grimmond

Compliance Director

Aram Kupelian

Aram Kupelian

Paraplanning Director

Tom Hartley

Tom Hartley

Financial Planning Associate

Josh Shaxson

Josh Shaxson

Financial Planning Associate

Sam Slack

Sam Slack

Financial Planning Associate

Annika Wilson

Annika Wilson

Paraplanning Associate

Christine Rogan

Christine Rogan

Support Manager

Connor Back

Connor Back

Adviser Support

Bharathi Chandramohan

Bharathi Chandramohan

Adviser Support

Rob Helme

Rob Helme

Adviser Support

Maria Mushtaq

Maria Mushtaq

Adviser Support

James Read

James Read

Office Administrator

Omar Seif

Omar Seif

Office Administrator

Noella

Noella

Adviser Support

Chloe Boltwood

Chloe Boltwood

Adviser Support

Nickie Craig

Nickie Craig

IT & Systems Support Manager

Paul Jannece

Paul Jannece

Finance & HR Director

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form: