Who we are:
Holden & Partners is a Chartered firm of independent financial advisers based in Farringdon, London. Formed in 2003, we are one of a few independent financial advisers to have achieved Chartered status and to advise on ethical investments in the UK.
The firm also has a number of financial advisers who are affiliates of the Society of Tax and Estate Practitioners, allowing us to represent both individuals and professionals in the most challenging areas of financial advice, wealth management, investment advice, tax and estate planning.
Holden & Partners is committed to ethical and sustainable investments and are experts in this field. Our financial advisers are highly qualified and consistently deliver a first-class service to our clients, which helps us build enduring partnerships and trust in our financial advice.
What we do:
We provide financial planning and investment advice (or ‘wealth management’ advice as it is also called), to individuals, charities, trusts and companies. Our unique investment approach encourages ethical and sustainable investment choices
Our independent financial advisers work with individuals and family groups, assisting them to plan and achieve their financial goals. Our clients come from many walks of life; some have successful careers, some have inherited and many want guidance to invest their financial assets and wealth in a manner that is ethical, sustainable and environmentally friendly.
Our Chartered Financial Planners offer a broad range of services to companies. We advise on business protection and key person protection in the event a key employee falls unwell or dies and also pensions for employees .Our financial planners guide and organise company pension arrangements, helping to streamline the pension process for the benefit of both the employers and employees and advise on ethical and sustainable investment approaches.
Our team provide financial advice and guidance to charity trustees, helping them to organise and manage the funds collected by their benefactors in a manner that meets the criteria laid down by their investment mandate. Our financial advisers also encourage the use of sustainable and ethical investments as a long-term investment strategy.