As, financial planners and investment managers, we continually strive to deliver the highest standard of service and to encourage sustainable and ethical investment options. It’s always a pleasure to see our efforts recognised by the financial services industry. Here are details of awards and accreditations that we have achieved in recent years.

New Model Adviser Top 100 – 2021
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
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 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.

Access our B Corp Impact Report here

Chartered Financial Planner Firm
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
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
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
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
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
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
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’.

Gold Standards Award

The awards not only take account of a company’s capability to conduct business, but assess standards of service, financial strength, fair value and trust, as well as governance and social responsibility which reflect the current financial landscape.

Money Marketing Awards 2019
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
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
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 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
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
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
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
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
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
Professional Adviser Awards 2018

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

New Model Adviser Top 100 – 2017
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
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
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

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
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 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.

Contact us

Whether it’s a question about your personal finances or how you can invest your wealth more ethically, we are here to help. Call us on 020 7812 1460, email info@holden-partners.co.uk or complete the form: