About us - Holden & Partners

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 minority of independent financial advisers to have achieved Chartered status.

The firm also has a number of 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 advice.

As well as being highly qualified, our advisers and our firm are organised to deliver a first class service to our clients, which helps us build enduring partnerships and trust.

What we do:

We provide financial planning advice and investment advice (or ‘wealth management’ advice as it is also called), to individuals, charities, trusts and companies.

We advise 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 in a manner that is ethical and sustainable.

We offer a broad range of services to companies. We help ensure a business is protected in the event a key employee falls unwell or dies. We also guide and organise company pension arrangements, helping to untangle the pensions maze for the benefit of employers and employees.

We provide 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.

My wife and I really value the advice and support we’ve received over many years. Our key contact is Tim Cosway, whose friendly and calm manner is a real plus. He also involves team members who are equally committed. We particularly value that their approach is that no question is stupid – we always receive a clear and helpful explanation. We have full confidence in the team’s management of our finances and definitely recommend them.

Howard

We have consulted Holden and Partners for 10 years. Having been in financial disarray because of poor advice from our previous financial advisor, we have Tim Cosway to thank for digging us out of a deep financial hole. As a result of his painstaking tenacity pursuing a claim against our former financial advisor through the Financial Ombudsman Service, which resulted in substantial compensation, we can anticipate a comfortable retirement. We continue to take Tim’s advice on all financial matters. He is a pleasure to deal with, and we whole heartedly recommend Holden and Partners, and Tim in particular.

Mike & Jacque

I have been a customer of Holden & Partners since its inception. During this time, no matter what the state of the financial climate, I have always found that their advice has been balanced and fair. They have a good understanding of everyone’s individual circumstances and produced tailored strategies to match these needs and expectations.

Duncan B, NHS consultant

I’ve always received high quality, personable advice at a time of my convenience. My adviser has often travelled to my home in order to provide very personal service. The advice given is clear and unambiguous. The risks of different types of investment have been clearly discussed to allow me to make an appropriate decision on the nature of my investment portfolio. This has been of great importance when considering the available investment options for my forthcoming retirement. I have always considered that Holden & Partners is very client centred and they have my best interests at heart. I have been with Holden & Partners since 1996 and have recommended them to friends and colleagues on many occasions.

Michael, Surgeon

Holden & Partners manage our company pension scheme with a totally professional and dedicated approach. They have worked with us over a number of years, and are able to explain the potential ‘minefield’ that is pensions, to make it perfectly accessible for the staff.

Jeremy, Print Management Partner

On retirement after 40 years of salaried employment, I interviewed several financial advisers, amongst whom Mark Dodd of Holden & Partners was the nicest and seemingly the most understanding of my investment needs and priorities. Since then my wife and I have had regular (c.6-monthly) meetings with him in order to check and, when necessary, adjust the holdings in our portfolio. This has been very helpful and provided a comforting sense of confidence and security. I have recommended Holden & Partners to others and will certainly continue to do so.

Patrick, retired university professor

It’s easy to feel powerless in the face of global trends such as climate change and environmental destruction. But I feel I regain power as a consumer and a citizen by thinking about where I spend my money and to whom I entrust my savings. I chose Holden and Partners because they were recommended to me and because of their strong track record in ethical investments. It has proven to be a wise choice. Their advisors listened carefully to my needs and created an investment strategy and portfolio that has met and indeed continues to exceed my expectations. The culture of a company also matters to me, I have found their advisors to be well informed and financially shrewd but also easy to speak to and engage with. Many of us find it difficult to trust institutions and organisations these days, but I do trust Holden and Partners to make the right decisions on my behalf.
I would have no hesitation in recommending them to others.

Patrick, Advertising and Marketing Consultant

Read all our testimonials

Holden & Partners
The Piano Works
117 Farringdon Road
London EC1R 3BX
020 7812 1460
info@holden-partners.co.uk

Holden & Partners is a trading name of Peter R T Holden and Partners LLP and is authorised and regulated by the Financial Conduct Authority (446291), but not all of the products and services mentioned in this website may be so regulated. Click here to view Holden & Partners on the FCA register. All content © 2019 Holden & Partners.