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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 investment team has an established reputation for their ethical, sustainable and thematic approach to investing. 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.
Our specialists in ethical, sustainable and thematic (EST) investing can help you invest your wealth in a way that matches your strongly-held principles.
We help clients who are accumulating wealth as their careers progress, or as they inherit assets. We advise on how to grow your wealth.
Our independent financial planners can help you better manage your finances so you can achieve your retirement ambitions.
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.
We’re experienced in dealing with the intricacies of divorce settlements and can offer highly qualified pension transfer specialists.
Our experts will not only help you to meet your obligations as an employer, but also help you to attract and retain the people you need by enhancing your employee benefits.
Our logo has been designed to reflect our approach and philosophy to financial advice. The symbols are a combination of three Anglo Saxon Runes, which stand for: wealth, abundance, protection.
In ancient times, ‘wealth’ encompassed spirituality, health, friends and surroundings, not just material possessions. Whatever you consider wealth to be, we will help you to maximise yours.
Abundance is linked with fertility and harvest. It symbolises a deep and binding commitment or partnership. We are committed to helping you preserve and harvest the fruits of your hard work.
For our ancestors, protection came from spirit guides, gods or guardian angels. Today, we see ourselves as sympathetic guides who will give you the support you need to tackle your personal finances.
22nd May 2020
Retail spending is down, but kindness is up. Our weekly update takes a look at the latest economic data as…
20th May 2020
Microfinance – does it work? As the world struggles to find a ‘new normal’ for our financial systems, we take…
15th May 2020
In this week’s update, we examine the impact of COVID-19 on employment and global trade. The US economy has shed…
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:
