Advisory Investment Management

At Holden & Partners we are an advisory firm and not discretionary, which you may have experienced with a stockbroker. We have the same access to the range of investments available to a discretionary manager, but any changes made are taken only after you have considered the merits of a change and consented to it.

This has three main advantages to the client. Firstly it encourages communication throughout the year and the development of a close working relationship; secondly it ensures that investment decisions are made in the full knowledge of your changing situation; and thirdly it allows us to bring our financial planning expertise into play when making recommendations, taking into account the client's changing objectives, tax position and attitude to risk.

Many clients lean on our advice and feel comfortable in the exchange of communication through out the year, while others like the advice and back up to enable them to make a considered decision more independently. Which ever way you decide to go forward you are the integral link in the decision making process.