Case studies

We advise clients from all walks of life. Here are a few real-life examples of where we’ve been able to make a difference to our clients.

Financial Planning for complicated families

Our clients were a newly married couple, both of whom had families from previous marriages. Our clients planned to retire over the next few years and wanted to ensure they had sufficient monies to fund their retirement, they also wanted to make sure they would be financially stable in the event of either dying in an untimely manner. They had …

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Retirement and tax planning

A client was concerned about his pension funding and the disparate, complicated nature of his pension arrangements. He was unsure how much income his total pension arrangements were likely to give him in retirement. He also did not have a clear idea of what his income requirements in retirement were likely to be and was not familiar with current pension …

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The financial challenge of divorce

Our client was in the midst of getting divorced and we were able to help provide financial clarity and peace of mind in an extremely stressful time. Part of the divorce settlement was a lump sum payment and our client needed to know if the amount would be adequate to meet her immediate and long term financial needs. We helped …

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Inheriting and investing ethically and sustainably

Our client had been gifted a significant sum of money and had a preference for ethical and sustainable investing. Our client had read about the ethical investment credentials of Holden & Partners on our website, but  knew very little about investing. She was, however, very keen to learn – particularly how she could invest in accordance with her values. We …

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Pensions get complicated

It is not our clients’ lives that are complicated, rather the changing legislation that makes financial planning so difficult. A client was referred to us by her accountant as she wished to draw her pension benefits from her SIPP. Our client lived overseas and had read that she may be able to transfer her SIPP to an overseas pension in …

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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

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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:

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.