Home - Holden & Partners

Specialists in ethical, sustainable and thematic investment.

Find out more about EST investing.

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

Discover more about the benefits of working with a Chartered firm.

Advising families building their wealth, businesses, and people approaching or in retirement.

Find out more about us.

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.

Are you an ethically-minded investor?

Our specialists in ethical, sustainable and thematic (EST) investing can help you invest your wealth in a way that matches your strongly-held principles.

Are you building your wealth?

We help clients who are accumulating wealth as their careers progress, or as they inherit assets. We advise on how to grow your wealth.

Are you approaching retirement?

Our independent financial planners can help you better manage your finances so you can achieve your retirement ambitions.

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.

Are you divorcing or separating?

We’re experienced in dealing with the intricacies of divorce settlements and can offer highly qualified pension transfer specialists.

Are you a business owner?

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.

Investment Life & Pensions Moneyfacts Awards 2019

Thewealthnet Top 25 Financial Planning Companies

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.

Wealth

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

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.

Protection

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.

27^th November 2020

Fortnightly update, 27th November 2020

Our summary examines the proposed “green industrial revolution”, the Chancellor’s latest economic forecast and a fascinating report on predicted epidemic…

Read full article