Advice for your clients

With clients personal circumstances becoming increasingly complex, be they through marriage, divorce, employment, domicile or residency, greater care and understanding of the legislative framework for appropriate and effective financial planning is essential.

As a firm of specialist financial planners providing bespoke solutions, we can work alongside clients' professional advisers, to guide them on the most appropriate actions, be that in respect of the need for life assurance and protection for families and inheritance, identifying appropriate pension and investment strategies including complex structural and consolidation issues, the need to consider the implications of the lifetime allowance regulations, divorce and separation of assets, or trust and charitable investments, the level of expertise and experience at Holden & Partners can assist you in ensuring your clients receive the best advice possible.

We recognise the importance of your role and will always work alongside you in achieving your client’s objectives in the most tax efficient and cost effective way possible.

From time to time, we will also seek the services of a professional, where we identify with our clients the need to seek further specialist advice, for example with their Wills, Powers of Attorney, residency or accounts and tax issues.