Awards & accreditations

Professional Adviser Awards – Adviser Firm of the Year London

In a highly competitive market Holden & Partners won Adviser Firm of the Year – London at the Professional Adviser Awards. We are thrilled to be recognised for the quality of service we offer to our clients and for our sustainable approach to wealth management.

STEP Private Client Awards 2022 – Financial Advisor Team of the Year

The STEP (Society of Trust and Estate Practitioners) Private Client Awards recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisers.

PRI – Principles for Responsible Investment

We are a signatory of the UN-supported Principles for Responsible Investment, agreeing to put into practice six principles for responsible investing

Cyber Essentials

We have passed the Cyber Essentials assessment to help guard against the threat of cyber attack, demonstrating our ongoing commitment to cyber security.

Professional Adviser Awards – Best Adviser Firm for ESG

The Professional Adviser Awards – Best Adviser Firm for ESG recognises solutions that have clearly defined aims centred on ESG factors and a benchmark. The judges also look for strong track performances and clear communication of the strategy to financial advisers.

2021 thewealthnet Top Financial Planning Companies

The aim of the 2021 thewealthnet Top Financial Planning Companies is to identify, recognise, introduce and promote thewealthnet’s Top Financial Planning Companies.

We are proud to have featured in the 2021 list.

New Model Adviser Top 100 – 2021

Each year New Model Adviser magazine gathers data from financial planning firms across the UK to create a list of the best advice businesses operating at the moment.

Factors include how clients are treated, staff development and how forward-thinking the business is.

We’re delighted to have featured in this list for the last five years.

Professional Paraplanner Awards 2021 – Paraplanner Team of the Year

The judges were looking for those individuals and teams that proved themselves to be not just excellent paraplanners but to have a passion for paraplanning over and above the need of the role; those able to be spokespeople for paraplanning.

B Corp

B Corporations, or B Corps, are companies that value purpose alongside profit and promote a better way of doing business to build a more inclusive and sustainable economy. In order to attain the certification, Holden & Partners’ social and environmental performance has been independently evaluated by B Lab, a global non-profit organisation.

2021 – 2022 B Corp Impact Report

2020 – 2021 B Corp Impact Report

Chartered Financial Planner Firm

Awarded by the Chartered Insurance Institute (CII), this is the pinnacle for financial planning firms and demonstrates that we have met the high standards required for best practice and customer service. It also proves our commitment to ethical behaviour.

Professional Adviser Awards 2020

We are a finalist in the ‘Adviser Firm of the Year – London’ category for our financial advisers’ exceptional service and performance.

Professional Paraplanner Awards 2019

These awards recognise the financial planning firms delivering the best products, solutions and software that enable us to deliver great service to our clients.

Emma Wilkinson was shortlisted for the ‘Administrator of the Year’ category.

STEP Private Client Awards 2019

The STEP (Society of Trust and Estate Practitioners) Private Client Awards recognise and celebrate excellence among private client solicitors, lawyers, accountants, barristers, bankers, trust managers and financial advisers.

We are a finalist in the ‘Financial Advisor Team of the Year’ category.

New Model Adviser Top 100 – 2018

Each year New Model Adviser magazine gathers data from financial planning firms across the UK to create a list of the best advice businesses operating at the moment.

Factors include how clients are treated, staff development and how forward-thinking the business is.

We’re delighted to have featured in this list since 2015.

New Model Adviser Top 100 – 2019

Each year New Model Adviser magazine gathers data from financial planning firms across the country to create a list of the best financial advice businesses operating at the moment.

Factors include how clients are treated, staff development and how forward-thinking the business is.

We’re delighted to have featured in this list for the last five years.

Investment Life & Pensions Moneyfacts Awards 2019

This is a leading awards ceremony for the financial advice community.

We are delighted to have been commended for ‘Retirement Adviser of the Year’.

Money Marketing Awards 2019

The Money Marketing Awards are the premier financial services awards that recognise, reward and bring together the industry’s leading financial advisers and providers.

We are commended in the ‘Best Investment Adviser’ category.

Women in Financial Advice Awards 2019

The Women in Financial Advice Awards celebrate the achievements of women working within the financial advice community and the broader financial services sector.

Chartered Financial Planner, Stefani Williams was a finalist and was ‘Highly Commended’ by the judges.

Retirement Planner Awards 2019

These awards celebrate how providers and intermediaries are rising to the challenge of pension provision, particularly in light of the 2015 pension freedoms and the increasing number of pension scams.

We were a finalist in the ‘Best Individual Pensions Advice Firm of the Year’ category for London, the South East and East Anglia.

Paper Round Award 2019

Paper Round is the commercial recycling expert who can help your business become more sustainable, building a better future for our planet.

We’re delighted to have been recognised by Paper Round for our recycling efforts.

The Payroll Giving Diamond Award 2019

Awarded by the Charities Aid Foundation, this award recognises our commitment to fostering a culture of philanthropy and commitment to supporting charitable causes through Payroll Giving.

Money Marketing Awards 2018

Those that make it through Money Marketing’s rigorous judging process are truly recognised as the cream of the financial planning profession.

Paraplanning Manager, Aram Kupelian was shortlisted for the prestigious ‘Best Paraplanner’ category.

Retirement Planner Awards 2018

These awards aim to celebrate and promote excellence in the world of retirement planning. They offer well-deserved recognition to intermediaries and providers who are at the forefront of dynamic and fresh ways to offer retirement planning and pensions advice services.

We were shortlisted for the ‘Best Individual Pension Advice Firm of the Year’.

Women in Investment Awards 2018

These awards honour the inspiring achievements of women across all parts of the investment industry. They also help shape the discussion around how we can improve diversity within the sector, as we highlight some of the most forward-thinking initiatives in this area.

Investment Manager, Amelia Sexton was shortlisted for ‘Fund Selector of the Year’ and ‘Young Investment Woman of the Year’.

Professional Paraplanner Awards 2018

The Paraplanner Awards within this awards programme are designed to recognise the best individuals and teams in the paraplanning profession.

Our team was ‘Highly Commended’ in the ‘Paraplanner Team of the Year’ category.

Professional Adviser Awards 2018

We were a finalist in the ‘Adviser Firm of the Year – London’ category.

New Model Adviser Top 100 – 2017

Each year New Model Adviser magazine gathers data from financial planning firms across the country to create a list of the best advice businesses operating at the moment.

Factors include how clients are treated, staff development and how forward-thinking the business is.

We’re delighted to have featured in this list since 2015.

New Model Adviser Top 100 – 2016

Each year New Model Adviser magazine gathers data from financial planning firms across the UK to create a list of the best advice businesses operating at the moment.

Factors include how clients are treated, staff development and how forward-thinking the business is.

We’re delighted to have featured in this list since 2015.

New Model Adviser Top 100 – 2015

Each year New Model Adviser magazine gathers data from financial planning firms across the country to create a list of the best advice businesses operating at the moment.

Factors include how clients are treated, staff development and how forward-thinking the business is.

We’re delighted to have featured in this list since 2015.

Resolution

Resolution, formerly known as the Solicitors Family Law Association (SFLA), is an organisation of 6,500 professionals in England and Wales. Members believe in a constructive, non-confrontational approach to family law matters. Resolution also campaigns for improvements to the family justice system. Andrew Johnston one of the Holden & Partners financial planners and partners, is an affiliate member of Resolution.

PFS – Later Life Advice Specialist

Later Life Advice Specialists are identified on the Personal Finance Society ‘Your Money Adviser’ register. Only those advisers that have met the eligibility requirements and have opted in to the ongoing CPD commitment required of a specialism will be shown in such search results. Mark Dodd and Reece Biggadike are both later Life Advice Specialists.

Thewealthnet Top 25 Financial Planning Companies

Thewealthnet Top 25 ranking highlights the best private client focused advisory firms across the UK.

We are proud to have featured in the Top 25 in the years 2011, 2012, 2013, 2014 and 2016.