Specialists in ethical and sustainable investment.

Find out more about ethical and sustainable investment advice.

A Chartered firm of independent financial advisers serving clients since 2003.

Discover more about the benefits of working with Chartered Financial Planners.

Finance advisers for personal wealth management, retirement planning and business protection.

Find out more about our clients and financial planning services.

Welcome to Holden & Partners – independent financial advisers specialising in ethical investment

We are a Chartered firm of independent financial advisers based in Farringdon, London. Formed in 2003, we serve clients across the UK.

Our in-house team of investment managers has an established reputation for their ethical and sustainable approach to investment advice. We have pioneered this gentle path ever since our inception.

 

Chartered is the gold standard for financial planning firms. It is this commitment to the highest standards of knowledge and professionalism which enables us to build enduring, successful partnerships with our clients and advise on ethical and sustainable investments.

 

B Corp Certified

Who we work with

Are you an ethically-minded investor?

Our independent financial advisers are specialists in ethical and sustainable investing and can help you manage your wealth through environmental, social and governance (ESG) investments that match your strongly-held principles.

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Are you building your wealth?

At Holden & Partners we help clients who are accumulating wealth as their careers progress, or as they inherit assets. Our Chartered Financial Planners advise on wealth management and how you can use sustainable and ethical investments to grow your wealth.

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Are you approaching retirement?

Our independent financial planners can help you better manage your finances, investments and pensions and advise you on ethical and sustainable investment options to help you achieve your retirement ambitions.

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Are you in retirement?

Our independent financial planners can help you continue to live the lifestyle you want, and pass on wealth to your loved ones or preferred charities through our specialist ethical and sustainable investment advice.

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Are you divorcing or separating?

At Holden & Partners we’re experienced in dealing with the intricacies of divorce settlements and can offer highly qualified financial planners experienced in advising divorcees and ethical pension transfer specialists to support you.

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Are you a business owner?

Our financial planners will help you to enhance your employee benefits, by offering ethical pension advice, whilst also advising on business protection and your wealth management.

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Awards & accreditations

Professional Paraplanner Awards 2021 – Paraplanner Team of the Year
B Corp
Chartered Financial Planner Firm
Professional Adviser Awards 2020
Professional Paraplanner Awards 2019
STEP Private Client Awards 2019
New Model Adviser Top 100 – 2019
Investment Life & Pensions Moneyfacts Awards 2019
Money Marketing Awards 2019
Women in Financial Advice Awards 2019
Retirement Planner Awards 2019
Paper Round Award 2019
The Payroll Giving Diamond Award 2019
New Model Adviser Top 100 – 2018
Money Marketing Awards 2018
Retirement Planner Awards 2018
Women in Investment Awards 2018
Professional Paraplanner Awards 2018
Professional Adviser Awards 2018
New Model Adviser Top 100 – 2017
New Model Adviser Top 100 – 2016
New Model Adviser Top 100 – 2015
Resolution
PFS – Later Life Advice Specialist
Thewealthnet Top 25 Financial Planning Companies

Read more about our awards & accreditations

Our Philosophy

As independent financial advisers and Chartered Financial Planners we truly are specialists in the investment and wealth management advice that we give. We are committed to our philosophy which draws on inspiration from three Anglo Saxon Runes.

These runes stand for: wealth, abundance and protection, and from them we have developed our unique sustainable investment approach to financial advice and planning.

Wealth

Wealth

In ancient times, ‘wealth’ encompassed spirituality, health, friends and surroundings, not just material possessions. Whatever you consider wealth to be, our financial planners will help you to maximise yours and offer financial advice and sustainable and ethical investment options.

Abundance

Abundance

Abundance is linked with fertility and harvest. It symbolises a deep and binding commitment or partnership. Our expert financial planners are committed to helping you preserve and harvest the fruits of your hard work and to advise on ways to invest your wealth in sustainable and ethical investments.

Protection

Protection

For our ancestors, protection came from spirit guides, gods or guardian angels. Today, we see our financial advisers as sympathetic guides, to support you in your wealth management through ethical and sustainable investments and to provide advice on income protection insurance, critical illness cover, life insurance and business protection.

Recent News

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Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form:

    Holden & Partners is a trading name of Peter R T Holden and Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned in this website may be so regulated. Click here to view Holden & Partners on the FCA register. All content © 2021 Holden & Partners.