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23rd May 2025
Welcome to Holden & Partners
Independent financial advisers experienced in both ethical and conventional investment
Our in-house team of investment managers work alongside our advisers to build both conventional and sustainable portfolios to match our clients’ needs.
Being Chartered through the Chartered Institute of Insurance 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.
We were proud to be one of the first B Corp accredited financial advice firms in the UK, this underscores our approach to operating our firm in a way that benefits both people and planet.
We are a VouchedFor Top-Rated Adviser for 2025 based on the feedback of our clients in the last 12 months.
Recent News Read all our news
14th May 2025
Business Property Relief (BPR) – How does it fit into your Financial Plan?
Business Relief – it’s growing in popularity, but how might it help you? Following changes announced in the Autumn 2024…
24th April 2025
Pension IHT Changes in 2027 – Why you must prepare now
An interview with Sam Slack, Financial Adviser Solving the pension problem Chancellor Rachel Reeves promises “national renewal” despite “uncertain times…Who we work with
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 today and into the future.
Are you new to investing?
If you are looking to invest excess income or an inheritance but don’t know where to start, we can guide you through creating your financial plan and selecting the right investments to match your objectives.
Are you a business owner?
Our financial planners will help you to enhance your employee benefits, by offering pension advice, whilst also advising on business protection and your personal wealth management.
Are you planning for, or in retirement?
Whether you have just started to think about pension planning or you are already in retirement and looking to take an income from your savings, our financial advisers can help you to create a plan that fits and adapts to your objectives, helping you to create the retirement you are dreaming of.
Are you an ethically-minded investor?
Our independent financial advisers are experienced in sustainable and responsible investing and can help you manage your wealth through environmental, social and governance (ESG) investments that match your principles.
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 pension transfer specialists to support you.
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
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 responsible investment options.
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 responsible investments.
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.
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