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At Holden & Partners, our team of financial and wealth advisers work with clients from all walks of life. Here are a few real-life examples of where our financial planners have been able to make a difference to our clients through retirement and tax planning advice, financial planning for intricate family matters and divorce proceedings as well as pension advice. Wherever relevant, we also seek to offer financial advice on ethical and sustainable investments.
Financial Planning for complex families
Our Chartered Financial Planners have a wealth of experience gained from working with a wide variety of clients. They are well equipped to listen to your…
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Retirement and tax planning
Our retirement planners are experts in offering financial advice and tax planning when it comes to structuring your pensions. They are also highly experienced in understanding…
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The financial challenge of divorce
There are a number of financial implications when it comes to divorce such as sharing of assets and pensions and future financial planning and wealth management.…
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Inheriting and investing responsibly
Our team of Chartered Financial Planners are experienced in environmental, social and governance (ESG) investing and are committed to using responsible investments in their client portfolios.…
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Pensions get complicated
Pension and retirement planning is an important part of the financial advice process that our retirement planners offer. It is not our clients’ lives that are…
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