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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 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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
17th January 2022
According to fitness tracking app Strava, today is Quitters Day 1, the day when most of us wave goodbye to…
14th January 2022
Join us in a look back at a surprising year that saw a meeting at Handforth Parish Council going viral,…
14th December 2021
As 2021 draws to a close we wanted to thank our clients and friends for all their support during what…
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:
