How We Charge

A fee-based financial service:

At Holden & Partners we provide our advice and services on a fee basis rather than being reliant on commission which we believe avoids any conflict of interest arising.

For all prospective clients we offer an initial meeting which is free of charge. This provides an opportunity to assess whether the services we offer are appropriate to your circumstances and whether we feel we can add value to your personal financial situation. After this meeting we will provide you with a fee based report on your particular circumstances.

As all of our clients’ circumstances vary we separate our fees down between ‘financial planning advice’ and ‘wealth management’. Click to view:

Financial Planning Charges
Wealth Management Charges