We continually strive to deliver the highest standard of financial planning and investment services. 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.

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.

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 – 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 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.

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.

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’.

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 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.

Professional Paraplanner Awards 2019
Professional Paraplanner Awards 2019

These awards recognise the 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.

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.

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 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 for the last four years.

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 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 – 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 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.

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

Holden & Partners offer everything I want from financial advisers. They are highly efficient, independent and trustworthy. They understand their clients and give them a great service. The peace of mind they offer me is invaluable in allowing me to get on with my work and family life.

Peter, director of publishing company

Holden & Partners provide me with a friendly, efficient and personalised service that has been tailored over time to meet my changing needs and priorities. I value their ability to always be one step ahead and lead me seamlessly through the maze of paperwork.

Helen, former Investment Banker

Holden & Partners clearly ‘read’ our financial needs and requirements very well. Most of our queries will have been well anticipated. Where changes of mind are offered, we get practical reasons, not excuses. And outside review periods we have the sense that the vigilance continues on our behalf.

Chris, professional copy-writer

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

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: