Client Reporting

We have developed a bespoke online valuation system for our clients. This updates client valuations on a daily basis. At the end of each month these valuations are stored for the client to refer back to, all of which are downloadable in excel or pdf format.

We ask clients to include on the system all their assets, irrespective of whether these are being managed by Holden & Partners. This allows us to keep a full inventory of a client's assets, enabling our conversations to be focused on any decisions needed, rather than updating the asset position.