Holden and Partners was formed in 2003 by five partners who had previously worked together for a number of years and who have a collective wealth of experience.
We have chartered status which is awarded by the Chartered Institute of Insurance.
We provide advice for clients with investment assets upwards of £100,000 and look after many clients with assets in excess of £5million. Our advice encompasses tax planning opportunities, pension arrangements, alternative investments and property as well as the more typical ISA and collective investment portfolios.
Many of our clients choose to invest with ethical, environmental and climate change themes, an area where we have developed a particular specialism. This specialism led to the development of Worldwise Investor which we set up and managed, and is sponsored by a number of prominent investment houses. Read more about Worldwise Investor.
For press and media enquiries contact Arabella Murphy on 020 7812 1460 or email: firstname.lastname@example.org
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“I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.”
Duncan B.all testimonials