Qualifications

Over the last decade the financial advice industry has taken great strides to become more professional. The introduction of qualifications and exams has taken financial advice to professional status.

At Holden and Partners we expect and encourage all of our staff to take professional qualifications. Our partners are amongst the most highly qualified in the country and we count Certified Financial Planners (CFPCM), a Chartered Financial Planner, a Fellow of the Personal Finance Society and a Chartered Accountant amongst our ranks.