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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Holden and Partners clearly 'read' our financial needs and requirements very well. A planning meeting is, these days, a short affair. Most of our queries will have been well anticipated. Where changes of mind are offered, we get practical reasons, not excuses. And outside review periods we have the sense that the vigilance continues on our behalf.
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