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 …Read full case study
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.
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 …Read full case study
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 …Read full case study
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 …Read full case study
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 …Read full case study