Testimonials

We pride ourselves on the close working relationships we have with our clients, old and new. Here are some of the nice things clients have said about us!

I am delighted in being able to access up to date information about my portfolio with H&P via your online reporting facility, and to see the portfolio’s history. It is so user friendly that even I, who am neither a computer whizz nor experienced in the financial sector, can understand it. I find it reassuring and useful… thank you.

Hilary

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.

Chris, professional copy-writer

Holden & Partners provide me with a friendly, efficient and personalised service that has been tailored over time to meet the changing needs and priorities of me and my family. I value their ability to always be one step ahead, listen to my requirements, present a variety of customised options and finally lead me seamlessly through the maze of paperwork.

Helen, former Investment Banker

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

Mark, partner major US Law Firm

Holden & Partners offer everything I want from financial advisors. They are highly efficient, independent and trustworthy. They understand their clients and give them a great service. The peace of mind they offer me is invaluable in allowing me to get on with my work and family life.

Peter, director of publishing company

Without failure, after speaking to Holden and Partners I feel more relaxed.  Their knowledge of my current situation, my future aspirations, the market and the products available never ceases to amaze me. Moving my financial affairs to them has to be one of the best decisions of my life.

Peter L

Holden and Partners are a particularly  rare mix of qualification, intelligence, personality and practicality; highly recommended.

Jim S

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

Holden and Partners advice to us has been consistently clear, realistic, and relevant to our circumstances and objectives.

Liz and Robin

They listen, give you a cup of coffee, fill in the gaps in your knowledge and clarify your thinking, offer advice and discuss as much as you wish. The decisions they leave to you.

Philip and Jane

The support and guidance I have received from Holden and Partners has been outstanding.  They have a vast knowledge of the products available and they’ve ensured my finances are structured to provide the safest and best possible returns allowing me to feel very confident going forwards.

Tina B

Just a short note to thank you personally for your diligence and advice concerning the release of equity deal your firm recently undertook for my wife and me. This was carried out to a quite tight timetable and delivered on time.

Michael S

I use Holden & Partners to manage my pension arrangements and have come to rely on the way they proactively monitor things and recommend adjustments based on changes to economic or market conditions. Holden and Partners have been excellent and has always provided me with very practical advice in relation to my finances.

Emma R

Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and is able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.

Jeremy, Print Mangement Partner