23rd April 2025
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.
23rd April 2025
23rd April 2025
23rd April 2025
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.
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.
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.
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.
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.
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.
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 responsible 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 responsible 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.
Interested in Becoming a client? Book a 30-minute video call and we'll answer all your questions.
Book a video callOur Financial Planners are ready to help, Just let us know your name, number and the best time to call.
Request a callbackJust leave your name, email and a short message, and one of our Financial Planners will be in touch.
Email us